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Original filing (PDF)20240209071112NAL0039762689001
CHRISTOPHER F SMITH, M.D.
Form 5500
FILING_RECEIVED
CHRISTOPHER F SMITH, M.D. MASTER TRUST
Employee benefit plan
Signals · 1
Late filing · 2.8 mo
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
85
/ 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
89
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.8 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHRISTOPHER F SMITH, M.D..
Plan sponsor
Name
CHRISTOPHER F SMITH, M.D.
EIN
84-1073867
Address
1550 S. POTOMAC, SUITE 225 · AURORA, CO · 80012
Phone
(303) 915-5854
Plan administrator
Name
CHRISTOPHER F SMITH, M.D.
EIN
84-1073867
City
AURORA, CO
Phone
(303) 915-5854
Plan characteristics
Plan number
003
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-02-09
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LT TRUST COMPANY | 61-1607607 | — | RECORD KEEPER | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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