Original filing (PDF)20250708095855NAL0010918482001

ANNA M. BOECKER M.D., P.A.

Name: ANNA M. BOECKER M.D., P.A. — ANNA M. BOECKER M. D. , P. A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ANNA M. BOECKER M.D., P.A.

Form 5500-SF

FILING_RECEIVED

ANNA M. BOECKER M. D. , P. A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 ANNA M. BOECKER M.D., P.A..

Plan sponsor

Name

ANNA M. BOECKER M.D., P.A.

EIN

20-2750529

Address

948 GRUENE ROAD #140 · NEW BRAUNFELS, TX · 78130

Phone

(830) 743-2508

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

TAMPA BAY INTERNAL MEDICINE INC

TAMPA BAY INTERNAL MEDICINE INC 401K PLAN AND TRUST

$1.9M · 4 participants

KRISHNA SINGH, MD APMC

DR. KRISHNA R. SINGH, MD 401(K) PLAN

$1.9M · 3 participants

EC OF ATLANTA, PC/PIEDMONT SYSTEM

EYE CONSULTANTS OF ATLANTA, PC/PIEDMONT SYSTEM AMBULATORY SURGERY CENTER, LLC 401(K) PLAN

$1.9M · 54 participants

JULIE A. DOUGLASS, M.D., INC.

JULIE A. DOUGLASS, M.D., INC. PROFIT SHARING PLAN

$1.9M · 5 participants

NORTHWEST ENT & ALLERGY CARE, P.C.