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ARBOR HEIGHTS FAMILY MEDICINE, P.C. — ARBOR HEIGHTS FAMILY MEDICINE, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250627123750NAL0014163312001
ARBOR HEIGHTS FAMILY MEDICINE, P.C.
Form 5500-SF
FILING_RECEIVED
ARBOR HEIGHTS FAMILY MEDICINE, P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
11
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
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
ARBOR HEIGHTS FAMILY MEDICINE, P.C.
.
Find decision makers
Plan sponsor
Name
ARBOR HEIGHTS FAMILY MEDICINE, P.C.
EIN
47-0560917
Address
8720 FREDERICK STREET, SUITE 100 · OMAHA, NE · 681243071
Phone
(402) 397-0700
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-06-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
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Trustee phone
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