Original filing (PDF)20240723092844NAL0023940274001

OCCUMED PLUS INC

Name: OCCUMED PLUS INC — OCCUMED PLUS 401(K) PLAN, Form 5500 (2023)
Creator: OCCUMED PLUS INC

Form 5500-SF

FILING_RECEIVED

OCCUMED PLUS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

Plan health score

/ 100

Grade A

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OCCUMED PLUS INC.

Plan sponsor

Name

OCCUMED PLUS INC

EIN

75-2645088

Address

2046 FOREST LANE STE 180 · GARLAND, TX · 75042

Phone

(972) 494-1419

Industry

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

2024-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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