· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CAREPOINTE, P.C. — CAREPOINTE, P.C. EMPLOYEES' 401(K) SAVINGS AND PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250402120119NAL0004893411001
CAREPOINTE, P.C.
Form 5500-SF
FILING_RECEIVED
CAREPOINTE, P.C. EMPLOYEES' 401(K) SAVINGS AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
30
Accounts w/ balance
51
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
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
CAREPOINTE, P.C.
.
Find decision makers
Plan sponsor
Name
CAREPOINTE, P.C.
EIN
35-1474543
Address
99 E. 86TH AVENUE, SUITE A · MERRILLVILLE, IN · 46410
Phone
(219) 738-2617
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
PREMIER MEDICAL ALLIANCE, LLC
PREMIER MEDICAL ALLIANCE, LLC CASH BALANCE PENSION PLAN AND TRUST
$11.1M · 32 participants
EYE CARE SPECIALISTS
EYE CARE SPECIALISTS, LLC 401(K) PLAN
$11.1M · 73 participants
MID-SOUTH EAR, NOSE & THROAT, P.C.
MID-SOUTH EAR, NOSE & THROAT, P.C. PROFIT SHARING PLAN
$11.1M · 76 participants
TERENCE T.Z. TAN, M.D., INC.
TERENCE TAN, M.D. INC. PENSION PLAN
$11.1M · 10 participants
MERCER MEDICAL ASSOCIATES, P.A
MERCER MEDICAL ASSOCIATES, P. A. PROFIT SHARING 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$11.1M · 7 participants
PATTERSON KENDELL FROST BECHTOLD AND SACCO PA
ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES 401K RETIREMENT PLAN
$11.1M · 31 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
