Original filing (PDF)20230611190708NAL0067464450001

KAREN L BENZ DO PA

Name: KAREN L BENZ DO PA — KAREN L BENZ DO PA 401(K) PROFIT SHARING PLAN TRUST, Form 5500 (2022)
Creator: KAREN L BENZ DO PA

Form 5500-SF

FILING_RECEIVED

KAREN L BENZ DO PA 401(K) PROFIT SHARING PLAN TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 KAREN L BENZ DO PA.

Plan sponsor

Name

KAREN L BENZ DO PA

EIN

76-0729599

Address

1250 8TH AVE STE 270 · FORT WORTH, TX · 76104

Phone

(817) 927-9100

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

CENTER FOR PLASTIC SURGERY

CENTER FOR PLASTIC SURGERY 401(K) PLAN

$1.1M · 12 participants

BOND PEDIATRICS, LTD.

BOND PEDIATRICS, LTD. CASH BALANCE PLAN

$1.1M · 13 participants

JULIAN MARQUEZ M.D. P.A.

$1.1M · 12 participants

PIEDMONT ARTHRITIS CLINIC, P.A.

PIEDMONT ARTHRITIS CLINIC, P.A. CASH BALANCE PENSION PLAN

$1.1M · 34 participants

LADD MED CONSULTING LLC

LADD MED CONSULTING, LLC