Original filing (PDF)20250310132509NAL0016194209001

ROBERT M. LOWEN, M.D., INC.

Name: ROBERT M. LOWEN, M.D., INC. — ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ROBERT M. LOWEN, M.D., INC.

Form 5500-SF

FILING_RECEIVED

ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 ROBERT M. LOWEN, M.D., INC..

Plan sponsor

Name

ROBERT M. LOWEN, M.D., INC.

EIN

94-2521444

Address

219 TENNYSON AVE · PALO ALTO, CA · 94301

Phone

(650) 965-7888

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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