Original filing (PDF)20230505133809NAL0044958034001

MERVYN L. LIFSCHITZ, M.D.

Name: MERVYN L. LIFSCHITZ, M.D. — MERVYN L LIFSCHITZ PROFIT SHARING PLAN AND TRUST, Form 5500 (2022)
Creator: MERVYN L. LIFSCHITZ, M.D.

Form 5500-SF

FILING_RECEIVED

MERVYN L LIFSCHITZ PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 MERVYN L. LIFSCHITZ, M.D..

Plan sponsor

Name

MERVYN L. LIFSCHITZ, M.D.

EIN

84-0878836

Address

7003 E. OHIO DRIVE · DENVER, CO · 80224

Phone

(303) 388-4673

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

2023-05-05

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

2F · ERISA section 404(c)

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

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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