Original filing (PDF)20250805144255NAL0002263843001

MEDICAL PLAZA FAMILY & GERIATRIC PHYSICIANS, PA

Name: MEDICAL PLAZA FAMILY & GERIATRIC PHYSICIANS, PA — MEDICAL PLAZA FAMILY & GERIATRIC PHYSICIANS, PA PROFIT SHARING 401K PLAN, Form 5500 (2024)
Creator: MEDICAL PLAZA FAMILY & GERIATRIC PHYSICIANS, PA

Form 5500-SF

FILING_RECEIVED

MEDICAL PLAZA FAMILY & GERIATRIC PHYSICIANS, PA PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score

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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEDICAL PLAZA FAMILY & GERIATRIC PHYSICIANS, PA.

Plan sponsor

Name

MEDICAL PLAZA FAMILY & GERIATRIC PHYSICIANS, PA

EIN

46-1957579

Address

8401 MEDICAL PLAZA DRIVE, SUITE 365 · CHARLOTTE, NC · 28262

Phone

(704) 944-0975

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator