How big is Weston Primary Care PC's plan?

Weston Primary Care PC's plan reported $1.5M in assets and 5 participants for 2024.

Original filing (PDF)20250317090026NAL0001287603001

Weston Primary Care PC

Name: Weston Primary Care PC — Weston Primary Care PC, Form 5500 (2024)
Creator: Weston Primary Care PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Weston Primary Care PC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Weston Primary Care PC's Weston Primary Care PC 401(k) Profit Sharing Plan and Trust held $1.5M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Weston Primary Care PC's EIN is 20-8767110.

EIN 20-8767110

Plan number 001

Plan year 2024

ACK ID 20250317090026NAL0001287603001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Weston Primary Care PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Weston Primary Care PC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTON PRIMARY CARE PC.

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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 (94th percentile).

Plan sponsor

Name

WESTON PRIMARY CARE PC

EIN

all filings

Address

56 COLPITTS ROAD · SUITE 2 · WESTON, MA · 024931568

Phone

(781) 891-0906

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator