Original filing (PDF)20250605083149NAL0011765361001

RICARDO T.D.D. CARTER, MD

Name: RICARDO T.D.D. CARTER, MD — RICARDO T.D.D. CARTER, MD PROFIT SHARING PLAN, Form 5500 (2024)
Creator: RICARDO T.D.D. CARTER, MD

Form 5500-SF

FILING_RECEIVED

RICARDO T.D.D. CARTER, MD PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 RICARDO T.D.D. CARTER, MD.

Plan sponsor

Name

RICARDO T.D.D. CARTER, MD

EIN

25-1662804

Address

310 ELECTRIC AVENUE · SUITE 231 · LEWISTOWN, PA · 17044

Phone

(717) 242-3760

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

2025-06-05

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

YASHPAL ARYA PHYSICIAN, P.C.

YASHPAL ARYA PHYSICIAN, P.C. DEFINED BENEFIT PLAN

$3.0M

ATLANTA HEADACHE SPECIALISTS, PC

ATLANTA HEADACHE SPECIALISTS 401(K) PLAN

$3.0M · 26 participants

TUAN A. PHAM, M.D., INC.

TUAN A. PHAM, M.D., INC. DEFINED BENEFIT PENSION PLAN

$3.0M · 5 participants

JANESRI DE SILVA MD APC DBA KIDS & TEENS MEDICAL GROUP

KIDS AND TEENS MEDICAL GROUP 401(K) RETIREMENT PLAN

$3.0M · 72 participants

MISSION PEAK ORTHOPAEDIC MEDICAL GROUP, INC.