Original filing (PDF)20250725083743NAL0003270115001

SAMUEL F. BOLES, MD, PC

Name: SAMUEL F. BOLES, MD, PC — SAMUEL F. BOLES, M.D., P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SAMUEL F. BOLES, MD, PC

Form 5500-SF

FILING_RECEIVED

SAMUEL F. BOLES, M.D., P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAMUEL F. BOLES, MD, PC.

Plan sponsor

Name

SAMUEL F. BOLES, MD, PC

EIN

32-0190109

Address

127 LUBRANO DRIVE · SUITE 301 · ANNAPOLIS, MD · 21401

Phone

(410) 224-2010

Industry

Offices of Physicians· 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

2025-07-25

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

Related plans

Similar-size Offices of Physicians plans

ST. LOUIS COUNTY NEPHROLOGY

ST. LOUIS COUNTY NEPHROLOGY 401K PROFIT SHARING PLAN

$2.4M · 3 participants

FENYVES AND FRY, LLC

FENYVES AND FRY, LLC 401(K) PROFIT SHARING PLAN

$2.4M · 23 participants

EYECARE ASSOCIATES PC

JOHN LEES MD PC 401K PSP

$2.4M

ARKANSAS PLASTIC SURGERY, P.A.

ARKANSAS PLASTIC SURGERY, P.A. PROFIT SHARING PLAN & TRUST

$2.4M · 7 participants

FRANKLIN W. LUSBY, M.D., INC.

FRANKLIN W. LUSBY, M.D., INC. CASH BALANCE PENSION PLAN