Original filing (PDF)20250813070125NAL0007890899001

KAREN SMITH MD

Name: KAREN SMITH MD — KAREN SMITH MD RETIREMENT PLAN, Form 5500 (2024)
Creator: KAREN SMITH MD

Form 5500-SF

FILING_RECEIVED

KAREN SMITH MD RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAREN SMITH MD.

Plan sponsor

Name

KAREN SMITH MD

EIN

13-4230804

Address

929 WEST PROSPECT AVENUE · RAEFORD, NC · 28376

Phone

(910) 904-1695

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

PENTEGRA SERVICES, INC

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(844) 367-2848

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2S · Automatic enrollment

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

CEDAR SURGICAL ASSOCIATES LC

$19K · 4 participants

MICHAEL KURISU, D.O., A MEDICAL

MICHAEL KURISU, D.O., A MEDICAL CORPORATION 401(K)

$19K · 2 participants

HOUSTON SW ENDO PLLC

HOUSTON SW ENDO PLLC - 401K PLAN

$19K · 3 participants

VANSANT MEDICINE INC

VANSANT MEDICINE INC 401(K) PROFIT SHARING PLAN & TRUST

$19K · 11 participants

NORA L BAILEY MD PLLC

NORA L BAILEY MD PLLC - 401(K)

$19K · 9 participants

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