Original filing (PDF)20250612155402NAL0028857552001

CHRIS M. PETERSON, M.D., P.A.

Name: CHRIS M. PETERSON, M.D., P.A. — CHRIS M. PETERSON, M.D., P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CHRIS M. PETERSON, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

CHRIS M. PETERSON, M.D., P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHRIS M. PETERSON, M.D., P.A..

Plan sponsor

Name

CHRIS M. PETERSON, M.D., P.A.

EIN

46-2968724

Address

7A CLEVELAND COURT · GREENVILLE, SC · 29607

Phone

(864) 351-0345

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

2025-06-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

ROBERT I. DEUTSCH, MD, INC.

ROBERT I. DEUTSCH, MD, INC. 401(K) PROFIT SHARING PLAN

$4.2M · 4 participants

DERMATOLOGY INSTITUTE

DERMATOLOGY INSTITUTE DEFINED BENEFIT PENSION PLAN

$4.2M · 17 participants

CALVIN SCHUSTER M D

CALVIN SCHUSTER MD PROFIT SHARING PLAN

$4.2M · 3 participants

PACIFIC NEUROPHYSIOLOGICAL SYSTEMS, LLC

PACIFIC NEUROPHYSIOLOGICAL SYSTEMS, LLC 401(K) PLAN

$4.2M · 12 participants

NALIN MATHUR, MD, PA

NALIN MATHUR, MD, PA PROFIT SHARING PLAN