Original filing (PDF)20240716133407NAL0003160993001

KRISTEL POLDER, M.D., P.A.

Name: KRISTEL POLDER, M.D., P.A. — KRISTEL POLDER, MD, PA 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: KRISTEL POLDER, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

KRISTEL POLDER, MD, PA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$859K

Net assets (EOY)

$859K

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 KRISTEL POLDER, M.D., P.A..

Plan sponsor

Name

KRISTEL POLDER, M.D., P.A.

EIN

90-0721751

Address

8201 PRESTON ROAD, SUITE 350 · DALLAS, TX · 75225

Phone

(214) 631-7546

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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