· 2022–2024 · DOL EFAST2

FAMILY MEDICINE SPECIALISTS, P.C. — FAMILY MEDICINE SPECIALISTS, P.C. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250623132407NAL0014745090001

FAMILY MEDICINE SPECIALISTS, P.C.

Form 5500-SF

FILING_RECEIVED

FAMILY MEDICINE SPECIALISTS, P.C. RETIREMENT PLAN

401(k) retirement plan

Active participants

30

Accounts w/ balance

39

Plan assets (EOY)

$9.6M

Net assets (EOY)

$9.6M

Plan health score

92

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

73

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAMILY MEDICINE SPECIALISTS, P.C..

Plan sponsor

Name

FAMILY MEDICINE SPECIALISTS, P.C.

EIN

42-1458722

Address

500 8TH AVENUE SE · CEDAR RAPIDS, IA · 52401

Phone

(319) 364-8704

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

2025-06-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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