Original filing (PDF)20250902161002NAL0008866883001

PETER A. GRANT MD PC

Name: PETER A. GRANT MD PC — PETER A. GRANT MD PC PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: PETER A. GRANT MD PC

Form 5500-SF

FILING_RECEIVED

PETER A. GRANT MD PC PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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 PETER A. GRANT MD PC.

Plan sponsor

Name

PETER A. GRANT MD PC

EIN

26-0016028

Address

473 MURPHY RD · MEDFORD, OR · 975048143

Phone

(541) 772-3200

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

2025-09-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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