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Original filing (PDF)20241212182206NAL0012847681001
BERT E. SHARP, D.P.M. P.A.
Form 5500-SF
FILING_RECEIVED
BERT E. SHARP, D.P.M. P.A. PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Signals · 1
Late filing · 0.9 mo
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
88
/ 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
96
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.9 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERT E. SHARP, D.P.M. P.A..
Plan sponsor
Name
BERT E. SHARP, D.P.M. P.A.
EIN
75-2573608
Address
613 N. 4TH ST. · LONGVIEW, TX · 75601
Phone
(903) 757-2300
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-12-12
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.