Original filing (PDF)20251008124102NAL0009422352001

MATTHEW MINTZ, MD, LLC

Name: MATTHEW MINTZ, MD, LLC — DR. MATTHEW MINTZ, MD CASH BALANCE PLAN, Form 5500 (2024)
Creator: MATTHEW MINTZ, MD, LLC

Form 5500-SF

FILING_RECEIVED

DR. MATTHEW MINTZ, MD CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$621K

Net assets (EOY)

$621K

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATTHEW MINTZ, MD, LLC.

Plan sponsor

Name

MATTHEW MINTZ, MD, LLC

EIN

82-1591243

Address

6000 EXECUTIVE BLVD · SUITE 315 · ROCKVILLE, MD · 20852

Phone

(855) 646-8963

Industry

Offices of Physicians· 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

2025-10-08

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

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