· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HARMONIE MEDICAL — HARMONIE MEDICAL 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251003132056NAL0003497106001
HARMONIE MEDICAL
Form 5500-SF
FILING_RECEIVED
HARMONIE MEDICAL 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
30
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HARMONIE MEDICAL
.
Find decision makers
Plan sponsor
Name
HARMONIE MEDICAL
EIN
27-0904127
Address
902 PONDER PLACE COURT, SUITE 2 · EVANS, GA · 30809
Phone
(706) 364-3223
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
WHITE RIVER FAMILY CARE LLC
WHITE RIVER FAMILY CARE 401K PLAN
$1.2M · 9 participants
KARAN S. BHALLA, MD PLLC
ORION MEDICAL CASH BALANCE PLAN
$1.2M · 11 participants
PETER S. UZELAC MD, A PC DBA MARIN FERTILITY CENTER
MARIN FERTILITY CENTER PROFIT SHARING/401(K) PLAN
$1.2M · 13 participants
PINNACLE UROLOGY P.C.
PINNACLE UROLOGY, PC. DEFINED BENEFIT PLAN
$1.2M · 1 participants
NEW TAMPA EYE INSTITUTE LLC
NEW TAMPA EYE INSTITUTE LLC 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M · 19 participants
OPHTHALMIC ASSOCIATES OF FORT WASHINGTON
OPHTHALMIC ASSOCIATES OF FORT WASHINGTON CASH BALANCE PLAN
$1.2M · 11 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants
