· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SOUTHPOINTE PEDIATRICS, P.C. — SOUTHPOINTE PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250722104346NAL0002633729001
SOUTHPOINTE PEDIATRICS, P.C.
Form 5500-SF
FILING_RECEIVED
SOUTHPOINTE PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
3
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
SOUTHPOINTE PEDIATRICS, P.C.
.
Find decision makers
Plan sponsor
Name
SOUTHPOINTE PEDIATRICS, P.C.
EIN
35-1996405
Address
8851 SOUTHPOINTE DRIVE · SUITE C-1 · INDIANAPOLIS, IN · 462275018
Phone
(317) 887-3344
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-07-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
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
HOWARD L. SOFEN MD A MEDICAL CO.
HOWARD L. SOFEN MD A MEDICAL CO 401(K) PROFIT SHARING PLAN AND TRUST
$3.5M · 28 participants
IQ SURGICAL ASSOCIATES, INC.
IQ SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
$3.5M · 9 participants
DEBORAH ANN YU, M.D. PROFESSIONAL CORPORATION
DEBORAH ANN YU, M.D. PROFESSIONAL CORPORATION PENSION PLAN
$3.5M · 2 participants
CHITRA VENKATRAMAN, MD, PA
VENKATRAMAN PENSION PLAN
$3.5M · 7 participants
JOHNSON DERMATOLOGY, PLLC
65
Knocking points off
Only 30% as many balances as active participants — suggests many active employees aren't deferring.
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.
JOHNSON DERMATOLOGY CLINIC, PLLC CASH BALANCE PENSION PLAN AND TRUST
$3.5M · 20 participants
FRANK D. YELIAN, M.D. PC
FRANK D. YELIAN M.D. PC RETIREMENT PLAN
$3.5M · 49 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
