How big is Personal Physician Services PC's plan?

Personal Physician Services PC's plan reported $1.4M in assets and 6 participants for 2024.

Original filing (PDF)20251015054511NAL0007905922001

Personal Physician Services PC

Name: Personal Physician Services PC — Personal Physician, Form 5500 (2024)
Creator: Personal Physician Services PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Personal Physician Services PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Personal Physician Services PC's Personal Physician Services PC 401(k) Profit Sharing Plan & Trust held $1.4M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Steven Carver signed Personal Physician Services PC's 2024 Form 5500 as plan administrator.

Steven Carver — 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

Personal Physician Services PC's EIN is 23-3092941.

EIN 23-3092941

Plan number 001

Plan year 2024

ACK ID 20251015054511NAL0007905922001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Personal Physician Services PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Personal Physician Services PC'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 PERSONAL PHYSICIAN SERVICES 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