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Original filing (PDF)20260319225356NAL0004746929001

AMBAMA CLINIC, P.C.

Form 5500-SF
FILING_RECEIVED
AMBAMA CLINIC, P.C. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 4.1 mo
Active participants
1
Accounts w/ balance
3
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
84
/ 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
84
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 4.1 months past the 10.5-month grace window.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMBAMA CLINIC, P.C..
Plan sponsor
Name
AMBAMA CLINIC, P.C.
EIN
03-0506866
Address
16 HONEYSUCKLE LANE · HANOVER, MA · 02339
Phone
(617) 875-5681
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
2026-03-19
Pension benefit codes
2A · Age/service weighted or new comparability
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)
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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