CONCIERGE MEDICAL SERVICES OF FAMILY PRACTICE ASSOCIATES OF UPPER DUBL
Form 5500-SF
FILING_RECEIVED
CONCIERGE MEDICAL SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$254K
Net assets (EOY)
$254K
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
80
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 CONCIERGE MEDICAL SERVICES OF FAMILY PRACTICE ASSOCIATES OF UPPER DUBL.
Plan sponsor
Name
CONCIERGE MEDICAL SERVICES OF FAMILY PRACTICE ASSOCIATES OF UPPER DUBL
EIN
20-4725883
Address
1244 FORT WASHINGTON AVENUE · SUITE N1 · FORT WASHINGTON, PA · 19034
Phone
(215) 646-6504
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
