Original filing (PDF)20250717154515NAL0000580449001

MARGA F MASSEY, MD, LLC

Name: MARGA F MASSEY, MD, LLC — MARGA F. MASSEY, MD, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MARGA F MASSEY, MD, LLC

Form 5500-SF

FILING_RECEIVED

MARGA F. MASSEY, MD, LLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARGA F MASSEY, MD, LLC.

Plan sponsor

Name

MARGA F MASSEY, MD, LLC

EIN

26-0291157

Address

P O BOX 310 · MURRELLS INLET, SC · 29576

Phone

(866) 446-0962

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

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

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

GITTER VEIN INSTITUTE

GITTER VEIN INSTITUTE 401(K) PLAN

$1.1M · 8 participants

PROGRESSIVE MEDICAL CENTER, S.C.

PROGRESSIVE MEDICAL CENTER 401(K) PLAN

$1.1M · 25 participants

INFECTIOUS DISEASE SPECIALISTS OF NORTHWEST ARKANSAS, P.A.

INFECTIOUS DISEASE SPECIALISTS OF NORTHWEST ARKANSAS 401(K) PROFIT SHARING PLAN

$1.1M · 14 participants

RONALD G. NAVONE, M.D., A PROFESSIONAL CORPORATION

RONALD G. NAVONE, M.D., A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN

$1.1M · 4 participants