Original filing (PDF)20251007151007NAL0008395552001

CRAIG GEILER MD PC

Name: CRAIG GEILER MD PC — CRAIG GEILER MD PC 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: CRAIG GEILER MD PC

Form 5500-SF

FILING_RECEIVED

CRAIG GEILER MD PC 401(K) PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CRAIG GEILER MD PC.

Plan sponsor

Name

CRAIG GEILER MD PC

EIN

93-4796496

Address

243 EL DORADO STREET, SUITE 300 · MONTEREY, CA · 93940

Phone

(831) 242-0110

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

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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