How big is Atlasmd Concierge Family Practice's plan?

Atlasmd Concierge Family Practice's plan reported $1.4M in assets and 13 participants for 2025.

Original filing (PDF)20260427093807NAL0013278848001

Atlasmd Concierge Family Practice

Name: Atlasmd Concierge Family Practice — Atlasmd Concierg, Form 5500 (2025)
Creator: Atlasmd Concierge Family Practice
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Atlasmd Concierge Family Practice 401(k) Plan

401(k) retirement plan · Atlasmd Concierge Family Practice's Atlasmd Concierge Family Practice 401(k) Plan held $1.4M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

LISA Umbehr signed Atlasmd Concierge Family Practice's 2025 Form 5500 as plan administrator.

LISA Umbehr — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Atlasmd Concierge Family Practice's EIN is 27-3088493.

EIN 27-3088493

Plan number 001

Plan year 2025

ACK ID 20260427093807NAL0013278848001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Atlasmd Concierge Family Practice from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Atlasmd Concierge Family Practice's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATLASMD CONCIERGE FAMILY PRACTICE.

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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