Original filing (PDF)20250528012339NAL0006517313001

ROGER J. PITZEN, M.D.

Name: ROGER J. PITZEN, M.D. — ROGER J. PITZEN, M.D. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROGER J. PITZEN, M.D.

Form 5500-SF

FILING_RECEIVED

ROGER J. PITZEN, M.D. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 ROGER J. PITZEN, M.D..

Plan sponsor

Name

ROGER J. PITZEN, M.D.

EIN

95-3753857

Address

555 PETALUMA AVENUE · SEBASTOPOL, CA · 95472

Phone

(707) 823-3210

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-28

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)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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