How big is Jupiter Concierge Family Practice's plan?

Jupiter Concierge Family Practice's plan reported $1.3M in assets and 5 participants for 2024.

Original filing (PDF)20250930134956NAL0029470338001

Jupiter Concierge Family Practice

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

Form 5500-SF

FILING_RECEIVED

Jupiter Concierge Family Practice 401(k) Plan

401(k) retirement plan · Jupiter Concierge Family Practice's Jupiter Concierge Family Practice 401(k) Plan held $1.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Jupiter Concierge Family Practice's EIN is 20-1696257.

EIN 20-1696257

Plan number 001

Plan year 2024

ACK ID 20250930134956NAL0029470338001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jupiter Concierge Family Practice's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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