· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SOINE MEDICAL RETIREMENT, LLC — SOINE MEDICAL RETIREMENT, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250519143033NAL0001175264001
SOINE MEDICAL RETIREMENT, LLC
Form 5500-SF
FILING_RECEIVED
SOINE MEDICAL RETIREMENT
401(k) retirement plan
Active participants
23
Accounts w/ balance
28
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
SOINE MEDICAL RETIREMENT, LLC
.
Find decision makers
Plan sponsor
Name
SOINE MEDICAL RETIREMENT, LLC
EIN
46-3432532
Address
1441 OCHSNER BLVD · COVINGTON, LA · 70433
Phone
(985) 400-5551
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
2025-05-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
FAMILY FOOT & ANKLE PHYSICIANS, PLLC
FAMILY FOOT & ANKLE PHYSICIANS, PLLC 401(K) PLAN
$1.6M · 17 participants
STATESBORO ENT & SINUS CENTER, LLC
STATESBORO ENT & SINUS CENTER, LLC 401(K) PLAN
$1.6M · 2 participants
SHERBAN SPINE INSTITUTE, P.A
SHERBAN SPINE CASH BALANCE PLAN
$1.6M · 14 participants
DAVID FRANCIS SLAWEK
DAVID F SLAWEK, MD PA PROFIT SHARING PLAN
$1.6M · 1 participants
TOMMY T. KUO, M.D.
TOMMY T. KUO, M.D. 401(K) PROFIT SHARING PLAN AND TRUST
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.
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.6M · 3 participants
CHARLES E. WILLIS, II, M.D., P.A.
CHARLES E. WILLIS, II, M.D. 401(K) PLAN
$1.6M · 6 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
