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MARK F. SHOREMAN, MD, LLC — MARK F. SHOREMAN, MD, LLC SOCA BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250729141109NAL0006101730001
MARK F. SHOREMAN, MD, LLC
Form 5500-SF
FILING_RECEIVED
MARK F. SHOREMAN, MD, LLC SOCA BENEFIT PLAN
Health & welfare plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$771
Net assets (EOY)
$273
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MARK F. SHOREMAN, MD, LLC
.
Find decision makers
Plan sponsor
Name
MARK F. SHOREMAN, MD, LLC
EIN
81-3762297
Address
4000 MIAMISBURG-CENTERVILLE RD · MIAMISBURG, OH · 45342
Phone
(937) 384-8797
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Name
MATT APPENZELLER
EIN
47-1277622
City
CINCINNATI, OH
Phone
(513) 452-5103
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Welfare benefit codes
4A · Health (other than dental or vision)
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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Helping the score
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