Original filing (PDF)20250521150118NAL0003364896001

ALAN E. SHEEN, M.D.

Name: ALAN E. SHEEN, M.D. — THE ALAN E SHEEN M.D. SELF EMPLOYED RETIREMENT PLAN, Form 5500 (2024)
Creator: ALAN E. SHEEN, M.D.

Form 5500-SF

FILING_RECEIVED

THE ALAN E SHEEN M.D. SELF EMPLOYED RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALAN E. SHEEN, M.D..

Plan sponsor

Name

ALAN E. SHEEN, M.D.

EIN

72-0882705

Address

3701 HOUMA BLVD. · SUITE 101 · METAIRIE, LA · 70006

Phone

(504) 456-1999

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-21

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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