· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JOSHI & MERCHANT, MD, PA — JOSHI & MERCHANT, MD, PA 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250603162614NAL0007739795001
JOSHI & MERCHANT, MD, PA
Form 5500-SF
FILING_RECEIVED
JOSHI & MERCHANT, MD, PA 401K PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
15
Accounts w/ balance
20
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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
JOSHI & MERCHANT, MD, PA
.
Find decision makers
Plan sponsor
Name
JOSHI & MERCHANT, MD, PA
EIN
52-1218182
Address
5500 KNOLL NORTH DRIVE, SUITE 290 · COLUMBIA, MD · 210452389
Phone
(301) 317-6575
Industry
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
2025-06-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
WEST HAWAII COMMUNITY HEALTH CENTER, INC. DBA HAWAII ISLAND COMMUNITY
BAY CLINIC, INC 401(K) PLAN
$2.4M · 54 participants
JONATHAN C. GAMZE, M.D., P.C.
JONATHAN C. GAMZE, M.D., P.C. PROFIT SHARING PLAN
$2.4M · 3 participants
EVIZZIT OF IOWA PSYCHIATRY, PC
EVIZZIT OF IOWA PSYCHIATRY, PC 401(K) PLAN
$2.4M · 58 participants
NV MENTAL HEALTH LLC
NV MENTAL HEALTH LLC CASH BALANCE PLAN
$2.4M · 3 participants
ALTERNATIVE PATHS, INC.
ALTERNATIVE PATHS, INC. 401(K) P/S PLAN
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.4M · 76 participants
REGIONAL HEALTH CARE CLINIC, INC.
KATY TRAIL COMMUNITY HEALTH 403(B) PLAN
$2.4M · 213 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
