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RONALD G. RITZ, M.D., A PROFESSIONAL CORPORATION — RONALD G. RITZ, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240402184333NAL0016097584001
RONALD G. RITZ, M.D., A PROFESSIONAL CORPORATION
Form 5500-SF
FILING_RECEIVED
RONALD G. RITZ, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
Late filing · 63.5 mo
Active participants
0
Accounts w/ balance
1
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RONALD G. RITZ, M.D., A PROFESSIONAL CORPORATION
.
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Plan sponsor
Name
RONALD G. RITZ, M.D., A PROFESSIONAL CORPORATION
EIN
95-3500335
Address
555 RIVERGATE LANE, SUITE B1-105 · DURANGO, CO · 813017470
Phone
(970) 247-8232
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2017-02-01
Tax period
2018-01-31
Filed
2024-04-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 63.5 months past the 10.5-month grace window.
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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