· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PENINSULA NEPHROLOGY ASSOCIATES, P.A. — PENINSULA NEPHROLOGY ASSOCIATES, P.A. CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015055629NAL0002008019001
PENINSULA NEPHROLOGY ASSOCIATES, P.A.
Form 5500-SF
FILING_RECEIVED
PENINSULA NEPHROLOGY ASSOCIATES, P.A. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
11
Accounts w/ balance
—
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
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
PENINSULA NEPHROLOGY ASSOCIATES, P.A.
.
Find decision makers
Plan sponsor
Name
PENINSULA NEPHROLOGY ASSOCIATES, P.A.
EIN
27-6377336
Address
1340 SOUTH DIVISION ST. -SUITE #301 · SALISBURY, MD · 21801
Phone
(410) 546-4427
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
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
THANE MORGAN, MD, PA
THANE MORGAN, MD, PA 401(K) PLAN
$3.3M · 7 participants
ROBERT W. MAUTHE, M.D. P.C.
ROBERT W. MAUTHE, M. D. P. C. 401(K) PLAN
$3.3M · 4 participants
DAVID R. BUYER MDSC
DAVID R. BUYER MDSC PROFIT SHARING PLAN & TRUST
$3.3M · 2 participants
PAULUS SANTOSO MD A PROFESSIONAL CORPORATION
PAULUS SANTOSO MD A PROFESSIONAL CORPORATION 401(K) PLAN
$3.3M · 10 participants
FLORIDA JOINT CARE INSTITUTE, LLP
FLORIDA JOINT CARE 401(K) 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.
$3.3M · 16 participants
VASCULAR INSTITUTE OF THE MIDWEST
VASCULAR INSTITUTE OF THE MIDWEST 401(K) PLAN
$3.3M · 13 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B