Original filing (PDF)20251008150246NAL0009665872001

BALA FAMILY PRACTICE

Name: BALA FAMILY PRACTICE — BALA FAMILY PRACTICE 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BALA FAMILY PRACTICE

Form 5500-SF

FILING_RECEIVED

BALA FAMILY PRACTICE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 BALA FAMILY PRACTICE.

Plan sponsor

Name

BALA FAMILY PRACTICE

EIN

26-3691299

Address

2021 B EMMORTON ROAD · SUITE 210 · BEL AIR, MD · 21015

Phone

(410) 569-1001

Industry

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

2025-10-08

Pension benefit codes

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

ADVANCE BEHAVIORAL MEDICINE

ADVANCE BEHAVIORAL MEDICINE 401K PLAN

$2.2M · 6 participants

MARK I. EVANS, MD, PLLC

MARK I EVANS, MD, PLLC 401(K) PLAN

$2.2M · 3 participants

EDUARDO J. HIDALGO, M.D., P.A.

EDUARDO J. HIDALGO, M.D., P.A. PROFIT SHARING PLAN

$2.1M · 3 participants

FAMILY HEALTH CENTERS OF BALTIMORE, INC.

FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN

$2.1M · 53 participants

SACRAMENTO VALLEY PSYCHIATRY

SACRAMENTO VALLEY PSYCHIATRY 401K PLAN