Original filing (PDF)20250623142856NAL0014855586001

CUMBERLAND VALLEY RHEUMATOLOGY PC

Name: CUMBERLAND VALLEY RHEUMATOLOGY PC — CUMBERLAND VALLEY RHEUMATOLOGY PC ROTH SAFE HARBOR 401-K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CUMBERLAND VALLEY RHEUMATOLOGY PC

Form 5500-SF

FILING_RECEIVED

CUMBERLAND VALLEY RHEUMATOLOGY PC ROTH SAFE HARBOR 401-K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 CUMBERLAND VALLEY RHEUMATOLOGY PC.

Plan sponsor

Name

CUMBERLAND VALLEY RHEUMATOLOGY PC

EIN

20-3949383

Address

C/O MICHAELS AND ASSOCIATES PC · PO BOX 310 · DILLSBURG, PA · 170190310

Phone

(717) 267-2065

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

CUMBERLAND VALLEY RHEUMATOLOGY PC

EIN

20-3949383

City

DILLSBURG, PA

Phone

(717) 267-2065

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-23

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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