· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE SPINE INSTITUTE, P.C. — SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE SPINE INSTITUTE, P.C., Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250626074802NAL0008366065001
THE SPINE INSTITUTE, P.C.
Form 5500-SF
FILING_RECEIVED
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE SPINE INSTITUTE, P.C.
401(k) retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
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
THE SPINE INSTITUTE, P.C.
.
Find decision makers
Plan sponsor
Name
THE SPINE INSTITUTE, P.C.
EIN
35-1708723
Address
13431 OLD MERIDIAN ST STE 200 · CARMEL, IN · 460321498
Phone
(317) 573-7733
Industry
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
2025-06-26
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
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 Health Care & Social Assistance plans
MEDICAL CLINIC OF SEALY
MEDICAL CLINIC OF SEALY 401(K) PLAN
$2.9M · 27 participants
INTEGRA GROUP, INC.
INTEGRA GROUP, INC. RETIREMENT SAVINGS PLAN
$3.3M · 13 participants
HARBOR COMMUNITY CLINIC
403(B) THRIFT PLAN OF HARBOR COMMUNITY CLINIC
$2.8M · 107 participants
OPEN DOOR HEALTH CENTER
403(B) THRIFT PLAN FOR EMPLOYEES OF OPEN DOOR HEALTH CENTER
$2.8M · 84 participants
NORWALK COMMUNITY HEALTH CENTER, INC.
NORWALK COMMUNITY HEALTH CENTER 401K 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.
$2.7M · 115 participants
BLUE CIRCLE HEALTH INC
BLUE CIRCLE HEALTH INC 401(K) PLAN
$2.7M · 41 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
