Original filing (PDF)20250220190118NAL0009051200001

KATHRYN S. NORTON, M.D.

Name: KATHRYN S. NORTON, M.D. — KATHRYN S. NORTON, M.D. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KATHRYN S. NORTON, M.D.

Form 5500-SF

FILING_RECEIVED

KATHRYN S. NORTON, M.D. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$814K

Net assets (EOY)

$814K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATHRYN S. NORTON, M.D..

Plan sponsor

Name

KATHRYN S. NORTON, M.D.

EIN

26-1752187

Address

1042 HICKORY STREET · ABILENE, TX · 79601

Phone

(325) 232-8641

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

2025-02-20

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

SUGARLOAF MEDICAL PC

SUGARLOAF MEDICAL PC 401(K) PLAN

$814K · 34 participants

BEAUMONT PATHOLOGY ASSOCIATES PA

BEAUMONT PATHOLOGY ASSOCIATES PA CASH BALANCE PLAN

$813K · 3 participants

HERNANDO SKIN & CANCER CENTER, P. A.

HERNANDO SKIN & CANCER CENTER, P. A. PROFIT SHARING PLAN

$813K · 2 participants

SANDRA K. HUTCHISON MD PLLC

DR. SANDRA HUTCHISON FAMILY MEDICINE CB PLAN

$814K · 9 participants

MAXIMED ASSOICATES, INC.

MAXIMED ASSOCIATES P.C. 401(K) SAFE HARBOR PLAN