Original filing (PDF)20240710104454NAL0029993266001

JOEL Z SCHERR P.T. INC

Name: JOEL Z SCHERR P.T. INC — JOEL Z SCHERR P.T. INC 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: JOEL Z SCHERR P.T. INC

Form 5500-SF

FILING_RECEIVED

JOEL Z SCHERR P.T. INC 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$324K

Net assets (EOY)

$324K

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOEL Z SCHERR P.T. INC.

Plan sponsor

Name

JOEL Z SCHERR P.T. INC

EIN

95-3880500

Address

415 N CRESCENT DR · STE 200 · BEVERLY HILLS, CA · 90210

Phone

(310) 657-8591

Industry

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

2024-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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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