Original filing (PDF)20250630115849NAL0017249280001

JOHN ROLLIN BUBERT

Name: JOHN ROLLIN BUBERT — JOHN ROLLIN BUBERT RET TRUST KEOGH MASTER, Form 5500 (2024)
Creator: JOHN ROLLIN BUBERT

Form 5500-SF

FILING_RECEIVED

JOHN ROLLIN BUBERT RET TRUST KEOGH MASTER

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 JOHN ROLLIN BUBERT.

Plan sponsor

Name

JOHN ROLLIN BUBERT

DBA

SAME

EIN

73-1077191

Address

6565 S YALE AVE STE 910 · TULSA, OK · 741368310

Phone

(918) 743-3503

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2E · Profit-sharing

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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