· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STONEBROOKE FAMILY PHYSICIANS — STONEBROOKE FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250712142650NAL0004862227001
STONEBROOKE FAMILY PHYSICIANS
Form 5500-SF
FILING_RECEIVED
STONEBROOKE FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
23
Accounts w/ balance
35
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
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
STONEBROOKE FAMILY PHYSICIANS
.
Find decision makers
Plan sponsor
Name
STONEBROOKE FAMILY PHYSICIANS
EIN
38-3526540
Address
2940 CROOKS RD · ROCHESTER HILLS, MI · 483093609
Phone
(586) 751-7100
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
2025-07-12
Pension benefit codes
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
NEUROLOGY OF THE ROCKIES, P.C.
NEUROLOGY OF THE ROCKIES P.C. 401(K) PLAN
$3.3M · 20 participants
WNY KNEE AND ORTHOPEDIC SURGERY, P.C.
KEITH C. STUBE, M.D., P.C. CASH BALANCE PENSION PLAN
$3.3M · 9 participants
SACRAMENTO COLON & RECTAL SURGER
SACRAMENTO COLON & RECTAL SURGERY MEDICAL GROUP, INC., A M
$3.3M · 8 participants
FAMILY PRACTICE SPECIALISTS OF
FAMILY PRACTICE SPECIALISTS OF RICHMOND 401(K)
$3.3M · 21 participants
ANNE G. TYSON
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ANNE G. TYSON PROFIT SHARING PLAN AND TRUST
$3.3M · 3 participants
DR. JENNIFER H.W. KAO-A SOLE PROPRIETOR
DR. JENNIFER H.W. KAO-A SOLE PROPRIETOR PROFIT SHARING PLAN
$3.3M · 6 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
