How big is Charlton Family Practice, PC's plan?

Charlton Family Practice, PC's plan reported $2.3M in assets and 8 participants for 2024.

Original filing (PDF)20251015075606NAL0004287473001

Charlton Family Practice, PC

Name: Charlton Family Practice, PC — Charlton Family, Form 5500 (2024)
Creator: Charlton Family Practice, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlton Family Practice, PC Profit Sharing 401(k) Plan

401(k) retirement plan · Charlton Family Practice, PC's Charlton Family Practice, PC Profit Sharing 401(k) Plan held $2.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Charlton Family Practice, PC's EIN is 04-3065644.

EIN 04-3065644

Plan number 001

Plan year 2024

ACK ID 20251015075606NAL0004287473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charlton Family Practice, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charlton Family Practice, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLTON FAMILY PRACTICE, PC.

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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

Helping the score