Original filing (PDF)20251015163713NAL0002644259005

FRANK J. SCHLEHR

Name: FRANK J. SCHLEHR — FRANK J. SCHLEHR,MD PC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FRANK J. SCHLEHR

Form 5500-SF

FILING_RECEIVED

FRANK J. SCHLEHR,MD PC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 FRANK J. SCHLEHR.

Plan sponsor

Name

FRANK J. SCHLEHR

EIN

75-3176467

Address

15 SOUTH FOREST · WILLIAMSVILLE, NY · 142215229

Phone

—

Industry

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

2025-10-15

Pension benefit codes

2J · 401(k) feature

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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