Original filing (PDF)20251007135936NAL0002726499001

TERRANCE L. JOHNSON & ROBERT C. ADAMS PTR DBA VAN WERT FAMILY PHYSICIA

Name: TERRANCE L. JOHNSON & ROBERT C. ADAMS PTR DBA VAN WERT FAMILY PHYSICIA — VAN WERT FAMILY PHYSICIANS 401(K) PLAN, Form 5500 (2024)
Creator: TERRANCE L. JOHNSON & ROBERT C. ADAMS PTR DBA VAN WERT FAMILY PHYSICIA

Form 5500-SF

FILING_RECEIVED

VAN WERT FAMILY PHYSICIANS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TERRANCE L. JOHNSON & ROBERT C. ADAMS PTR DBA VAN WERT FAMILY PHYSICIA.

Plan sponsor

Name

TERRANCE L. JOHNSON & ROBERT C. ADAMS PTR DBA VAN WERT FAMILY PHYSICIA

EIN

34-1380522

Address

1178 PROFESSIONAL DRIVE · VAN WERT, OH · 458912461

Phone

(419) 238-6251

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

2025-10-07

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

PEDIATRIC ASSOCIATES OF KINGSTON, LLC

PEDIATRIC ASSOCIATES OF KINGSTON, LLC RETIREMENT PLAN AND TRUST

$4.5M · 65 participants

J. STUART CRUTCHFIELD, MD PA

J. STUART CRUTCHFIELD, MD PA 401(K) PLAN

$4.5M · 2 participants

ED EICHLER, M.D. P.A.

ED EICHLER, M.D. P.A. 401(K) PROFIT SHARING PLAN

$4.5M · 9 participants

TENNESSEE INTERVENTIONAL AND IMAGING ASSOCIATES, PLLC

TENNESSEE INTERVENTIONAL AND IMAGING ASSOCIATES, PLLC CASH BALANCE PLAN

$4.5M · 39 participants

AESTHETIC SURGERY CENTER, LLC