Original filing (PDF)20250925111558NAL0019235362001

PR FAMILY MEDICINE

Name: PR FAMILY MEDICINE — PR FAMILY MEDICINE 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PR FAMILY MEDICINE

Form 5500-SF

FILING_RECEIVED

PR FAMILY MEDICINE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PR FAMILY MEDICINE.

Plan sponsor

Name

PR FAMILY MEDICINE

EIN

20-4916014

Address

9815 MAIN STREET · SUITE 208 · DAMASCUS, MD · 20872

Phone

(301) 253-4004

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

2025-09-25

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

ROBERT M. ROGERS, M.D., P.A.

ROBERT M. ROGERS, M.D., P.A. 401(K) RETIREMENT PLAN

$3.2M · 29 participants

NY PULMONARY & SLEEP CONSULTING LLC

NY PULMONARY & SLEEP CONSULTING LLC RETIREMENT PLAN

$3.2M · 4 participants

CARL F. MERCURIO, M.D., P.A.

CARL F. MERCURIO, M.D.,P.A.401(K) PLAN

$3.2M · 1 participants

CLARK DERMATOLOGY, LLC

CLARK DERMATOLOGY LLC 401(K) PLAN

$3.2M · 106 participants

EYE SURGEONS OF CENTRAL NEW YORK, P.C.

EYE SURGEONS OF CENTRAL NEW YORK, P.C. 401(K) PROFIT SHARING PLAN