Original filing (PDF)20250428074329NAL0011875265001

WILLIAM J PHELAN MD

Name: WILLIAM J PHELAN MD — WILLIAM J PHELAN MD RETIREMENT PLAN, Form 5500 (2024)
Creator: WILLIAM J PHELAN MD

Form 5500-SF

FILING_RECEIVED

WILLIAM J PHELAN MD RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 WILLIAM J PHELAN MD.

Plan sponsor

Name

WILLIAM J PHELAN MD

EIN

25-1697231

Address

419 VILLAGE DRIVE SUITE 6 · CARLISLE, PA · 17015

Phone

(717) 245-9140

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

MOHAWK VALLEY CARDIOLOGY, PC

MOHAWK VALLEY CARDIOLOGY, PC 401(K) PLAN

$1.8M · 9 participants

INTEGRATED DERMATOLOGY OF FAIRFAX, LLC

INTEGRATED DERMATOLOGY OF FAIRFAX DEFINED BENEFIT PLAN

$1.8M · 10 participants

MICHAEL A. KURZMAN, M.D.

MICHAEL KURZMAN, M.D. PROFIT SHARING PLAN

$1.8M · 6 participants

INDROJ MEDICAL GROUP, INC.

INDROJ MEDICAL GROUP, INC. PROFIT SHARING PLAN

$1.8M · 4 participants

ADVANCED ENDOCRINOLOGY, LLC

ADVANCED ENDOCRINOLOGY, LLC 401(K) PROFIT SHARING PLAN