How big is Generations Family Medical CLI's plan?

Generations Family Medical CLI's plan reported $186K in assets and 21 participants for 2025.

Original filing (PDF)20260506133827NAL0001526227001

Generations Family Medical CLI

Name: Generations Family Medical CLI — Generations Family, Form 5500 (2025)
Creator: Generations Family Medical CLI
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Generations Family Medical CLI 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Generations Family Medical CLI's Generations Family Medical CLI 401(k) Profit Sharing Plan & Trust held $186K in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$186K

Net assets (EOY)

$186K

People on this filing

Brandon Ramsey signed Generations Family Medical CLI's 2025 Form 5500 as plan administrator.

Brandon Ramsey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Generations Family Medical CLI's EIN is 20-5956616.

EIN 20-5956616

Plan number 001

Plan year 2025

ACK ID 20260506133827NAL0001526227001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Generations Family Medical CLI from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Generations Family Medical CLI's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

GENERATIONS FAMILY MEDICAL CLI

EIN

all filings

Address

235 W 6TH ST · CHELSEA, OK · 740161453

Phone

(918) 605-0988

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator