Original filing (PDF)20231017132128NAL0040409793001

S. RAMSEY KOSCHAK

Name: S. RAMSEY KOSCHAK — S. RAMSEY KOSCHAK PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: S. RAMSEY KOSCHAK

Form 5500-SF

FILING_RECEIVED

S. RAMSEY KOSCHAK PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for S. RAMSEY KOSCHAK.

Plan sponsor

Name

S. RAMSEY KOSCHAK

EIN

75-1708965all filings

Address

3215 GREEN RIDGE · SAN ANGELO, TX · 76904

Phone

(325) 942-1616

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-07-12

Filed

2023-10-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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