Original filing (PDF)20250821161050NAL0008544354001

NEPHROLOGY ASSOC. OF MONTGOMERY CO., P.A.

Name: NEPHROLOGY ASSOC. OF MONTGOMERY CO., P.A. — NEPHROLOGY ASSOC. OF MONTGOMERY CO., P.A. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: NEPHROLOGY ASSOC. OF MONTGOMERY CO., P.A.

Form 5500-SF

FILING_RECEIVED

NEPHROLOGY ASSOC. OF MONTGOMERY CO., P.A. PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

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 NEPHROLOGY ASSOC. OF MONTGOMERY CO., P.A..

Plan sponsor

Name

NEPHROLOGY ASSOC. OF MONTGOMERY CO., P.A.

EIN

52-1374501

Address

6240 MONTROSE ROAD · ROCKVILLE, MD · 208524119

Phone

(301) 231-7111

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

2024-07-01

Tax period

2025-06-30

Filed

2025-08-21

Pension benefit codes

2A · Age/service weighted or new comparability

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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