Original filing (PDF)20241011182504NAL0023408145001

GEORGE M. MARTIN, M.D., INC.

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

Form 5500

FILING_RECEIVED

GEORGE M. MARTIN, M.D., INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEORGE M. MARTIN, M.D., INC..

Plan sponsor

Name

GEORGE M. MARTIN, M.D., INC.

EIN

99-0275717

Address

41 EAST LIPOA STREET, #21 · KIHEI, HI · 96753

Phone

(808) 875-0511

Industry

Offices of Physicians· 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

2024-10-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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)

No Schedule C providers reported

Investments

1 pooled fund· $12K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
POOLED SEPARATE ACCOUNTS NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 001	Pooled Separate Account	$12K	100.0%

1–1 of 1

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