Original filing (PDF)20251009084528NAL0011083616001

FIRST STATE MEDICAL ASSOCIATES

Name: FIRST STATE MEDICAL ASSOCIATES — FIRST STATE MEDICAL ASSOCIATES CASH BALANCE PLAN, Form 5500 (2024)
Creator: FIRST STATE MEDICAL ASSOCIATES

Form 5500-SF

FILING_RECEIVED

FIRST STATE MEDICAL ASSOCIATES CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 FIRST STATE MEDICAL ASSOCIATES.

Plan sponsor

Name

FIRST STATE MEDICAL ASSOCIATES

EIN

20-8580437

Address

2055 LIMESTONE ROAD · WILMINGTON, DE · 19808

Phone

(302) 999-8169

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1C · Cash balance or similar hybrid DB

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.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

AL SHAAFI MEDICAL, P.C.

AL SHAAFI MEDICAL, P.C. PROFIT SHARING PLAN AND TRUST

$2.5M · 31 participants

EYE M.D.S OF PUGET SOUND, PLLC

EYE M.D.S OF PUGET SOUND PLLC RETIREMENT PLAN

$2.5M · 17 participants

GEORGE P. ZAVITSANOS, M.D., P.C.

GEORGE P. ZAVITSANOS, M.D., P.C. 401(K) PLAN

$2.5M · 7 participants

WESTFIELD PREMIER PHYSICIANS LLC

WESTFIELD PREMIER PHYSICIANS LLC 401(K) PLAN

$2.5M · 8 participants

LASER & COSMETIC SURGERY SPECIALISTS, PC