How big is Samuel Loredo, M.D., Inc.'s plan?

Samuel Loredo, M.D., Inc.'s plan reported $1.1M in assets and 5 participants for 2025.

Original filing (PDF)20260413112911NAL0029895138001

Samuel Loredo, M.D., Inc.

Name: Samuel Loredo, M.D., Inc. — Samuel Loredo, M.D., Form 5500 (2025)
Creator: Samuel Loredo, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Samuel Loredo, M.D., Inc. Profit Sharing Plan and Trust

Defined-contribution retirement plan · Samuel Loredo, M.D., Inc.'s Samuel Loredo, M.D., Inc. Profit Sharing Plan and Trust held $1.1M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Samuel Loredo, M.D., Inc.'s EIN is 77-0480733.

EIN 77-0480733

Plan number 001

Plan year 2025

ACK ID 20260413112911NAL0029895138001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Samuel Loredo, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Samuel Loredo, M.D., Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAMUEL LOREDO, M.D., INC..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score