Original filing (PDF)20250708082108NAL0002096083001

ADVANCED INTERNAL MEDICINE OF CO

Name: ADVANCED INTERNAL MEDICINE OF CO — ADVANCED INTERNAL MEDICINE OF COLTS, Form 5500 (2024)
Creator: ADVANCED INTERNAL MEDICINE OF CO

Form 5500-SF

FILING_RECEIVED

ADVANCED INTERNAL MEDICINE OF COLTS

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$180K

Net assets (EOY)

$180K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANCED INTERNAL MEDICINE OF CO.

Plan sponsor

Name

ADVANCED INTERNAL MEDICINE OF CO

EIN

03-0453493all filings

Address

9 PROFESSIONAL CIRCLE 210 · COLTS NECK, NJ · 07722

Phone

(732) 259-4049

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

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

Related plans

Similar-size Offices of Physicians plans

ALEKSANDER SHALSHIN MD PLLC

ALEKSANDER SHALSHIN MD PLLC CASH BALANCE PLAN

$181K · 2 participants

RANCHO SANTA FE MEDICAL GROUP, INC.

RANCHO SANTA FE MEDICAL GROUP, INC. 401(K) PLAN

$180K · 10 participants

CENTRAL ILLINOIS ANESTHESIOLOGY

CENTRAL ILLINOIS ANESTHESIOLOGY ASSOCIATES LTD 401K PLAN

$180K · 5 participants

JAMES A. COGGI, M.D., P.C.

JAMES A. COGGI, MD PC RETIREMENT PLAN

$180K · 3 participants

JOIN FREEWORLD, INC.

JOIN FREEWORLD, INC. 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.