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WASHINGTON BEHAVIORAL MEDICINE ASSOCIATES, LLC — WBMA 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260303092703NAL0003240112001
WASHINGTON BEHAVIORAL MEDICINE ASSOCIATES, LLC
Form 5500-SF
FILING_RECEIVED
WBMA 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.6 mo
Active participants
9
Accounts w/ balance
6
Plan assets (EOY)
$457K
Net assets (EOY)
$457K
Plan health score (directional)
82
/ 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
86
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
WASHINGTON BEHAVIORAL MEDICINE ASSOCIATES, LLC
.
Find decision makers
Plan sponsor
Name
WASHINGTON BEHAVIORAL MEDICINE ASSOCIATES, LLC
EIN
46-1262456
Address
5480 WISCONSIN AVE. · SUITE 223 · CHEVY CHASE, MD · 20815
Phone
(301) 576-6044
Industry
Health Care & Social Assistance
see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1489483
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-03-03
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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Knocking points off
Filed 3.6 months past the 10.5-month grace window.
67% balance-to-active ratio — below typical for a healthy 401(k).
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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