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MITCHERLING, MITCHERLING & ASSOCIATES — MITCHERLING, MITCHERLING & ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250724125421NAL0007040080001
MITCHERLING, MITCHERLING & ASSOCIATES
Form 5500-SF
FILING_RECEIVED
MITCHERLING, MITCHERLING & ASSOCIATES PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
13
Accounts w/ balance
15
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.1M
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
MITCHERLING, MITCHERLING & ASSOCIATES
.
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Plan sponsor
Name
MITCHERLING, MITCHERLING & ASSOCIATES
EIN
52-1044803
Address
1205 YORK ROAD · SUITE 10 · LUTHERVILLE, MD · 21093
Phone
(410) 825-2232
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Name
TEFRA, INC.
EIN
52-1328716
City
ANNAPOLIS, MD
Phone
(410) 263-7644
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-24
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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