Original filing (PDF)20250822074227NAL0009416674001

CARROLL PRIMARY CARE, P.A.

Name: CARROLL PRIMARY CARE, P.A. — SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CARROLL PRIMARY CARE, P.A., Form 5500 (2024)
Creator: CARROLL PRIMARY CARE, P.A.

Form 5500-SF

FILING_RECEIVED

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CARROLL PRIMARY CARE, P.A.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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 CARROLL PRIMARY CARE, P.A..

Plan sponsor

Name

CARROLL PRIMARY CARE, P.A.

EIN

52-1553541

Address

3400 PINE CIR N · WESTMINSTER, MD · 211578306

Phone

(410) 795-1888

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

2024-01-01

Tax period

2024-12-31

Filed

2025-08-22

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Related plans

Similar-size Offices of Physicians plans

SANJEEV GUPTA MD & MUKTA GUPTA MD

SANJEEV GUPTA MD & MUKTA GUPTA MD 401K PROFIT SHARING PLAN

$4.3M · 7 participants

CARDIOLOGY OF VIRGINIA, INC.

CARDIOLOGY OF VIRGINIA 401(K) PLAN

$4.3M · 21 participants

ANESTHESIA CONSULTANTS OF CENTRAL FLORIDA, LLC

ANESTHESIA CONSULTANTS OF CENTRAL FLORIDA, LLC RETIREMENT SAVINGS PLAN

$4.3M · 5 participants

CEREAL CITY PEDIATRICS, P.C.

CEREAL CITY PEDIATRICS, P.C. EMPLOYEE BENEFIT PLAN

$4.3M · 34 participants

CHILDREN FIRST PEDIATRICS