Original filing (PDF)20250807144632NAL0005153632001

STEVEN L. STERLING, M.D., P.C.

Name: STEVEN L. STERLING, M.D., P.C. — STEVEN L. STERLING, M. D. , P. C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STEVEN L. STERLING, M.D., P.C.

Form 5500-SF

FILING_RECEIVED

STEVEN L. STERLING, M. D. , P. C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVEN L. STERLING, M.D., P.C..

Plan sponsor

Name

STEVEN L. STERLING, M.D., P.C.

EIN

20-0497085

Address

2607 KINGSTON PIKE, STE 182 · KNOXVILLE, TN · 37919

Phone

(865) 540-1777

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

MERIDIAN TRUST & INVESTMENT COMPANY

EIN

62-1700796

City

KNOXVILLE, TN

Phone

(865) 342-4400

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-07

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

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

THOMAS S. TAYLOR, M.D, INC.

THOMAS S. TAYLOR, M.D. INC. DEFINED BENEFIT PENSION PLAN

$2.5M · 4 participants

JOHN T. ALEXANDER, II, M.D., INC. JOHN T. ALEXANDER, II, M.D., INC.

JOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN

$2.5M · 4 participants

LI OBESITY SURGERY

LI OBESITY SURGERY 401(K) PLAN

$2.5M · 4 participants

MICHAEL JAMES GARCIA, M.D., A MEDICAL CORPORATION

MICHAEL JAMES GARCIA, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN

$2.5M · 2 participants