Original filing (PDF)20250904143552NAL0027581264001

THOMAS E. ZEWERT, M.D., PH.D., INC.

Name: THOMAS E. ZEWERT, M.D., PH.D., INC. — THOMAS E. ZEWERT, M.D., PH.D., INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: THOMAS E. ZEWERT, M.D., PH.D., INC.

Form 5500-SF

FILING_RECEIVED

THOMAS E. ZEWERT, M.D., PH.D., INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 THOMAS E. ZEWERT, M.D., PH.D., INC..

Plan sponsor

Name

THOMAS E. ZEWERT, M.D., PH.D., INC.

EIN

81-1301944

Address

15 RYAN COURT · MONTEREY, CA · 93940

Phone

—

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-04

Pension benefit codes

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

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.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

LONG ISLAND BEHAVIORAL MEDICINE, P.C.

LONG ISLAND BEHAVIORAL MEDICINE, P.C. 401(K) PROFIT SHARING PLAN

$1.4M · 8 participants

ELOY ROMAN, M.D., P.A.

ELOY ROMAN, M.D., P.A. 401(K) PLAN

$1.4M · 3 participants

OAKHURST PEDIATRICS, LLC

OAKHURST PEDIATRICS, LLC 401(K) PLAN

$1.4M · 7 participants

PSYCHIATRY SOUTH, INC.

PSYCHIATRY SOUTH, INC. 401K PLAN

$1.4M · 12 participants

COREY GOLDSTEIN MD SC

COREY GOLDSTEIN MDSC 401K PROFIT SHARING PLAN & TRUST