· 2022–2024 · DOL EFAST2

PERSONAL MD CONCIERGE SERVICES — PERSONAL MD CONCIERGE SERVICES 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)

Original filing (PDF)20250310100945NAL0031734034001

PERSONAL MD CONCIERGE SERVICES

Form 5500-SF

FILING_RECEIVED

PERSONAL MD CONCIERGE SERVICES 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 2

Late filing · 3.8 moHigh average account balance

Active participants

5

Accounts w/ balance

5

Plan assets (EOY)

$667K

Net assets (EOY)

$667K

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

85

Total plan cost

n/a

Plan health

85

Vendor & structure

100

Knocking points off

Filed 3.8 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

PERSONAL MD CONCIERGE SERVICES

EIN

27-4198917

Address

5121 FOREST DR STE D · NEW ALBANY, OH · 430547102

Phone

—

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-03-10

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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