· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JAMES W. ROBEY MD LLC PS PLAN — Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250225120631NAL0010488529002
JAMES W. ROBEY MD LLC PS PLAN
Form 5500-SF
FILING_RECEIVED
JAMES W. ROBEY MD LLC PS PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
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
JAMES W. ROBEY MD LLC PS PLAN
.
Find decision makers
Plan sponsor
Name
JAMES W. ROBEY MD LLC PS PLAN
EIN
52-2136248
Address
9804 CULVER COURT · KENSINGTON, MD · 20895
Phone
(301) 379-8834
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-25
Pension benefit codes
2C · Money purchase (other than target benefit)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
NORTHAMPTON INTEGRATIVE MEDICINE LLC
NORTHAMPTON INTEGRATIVE MEDICINE, LLC 401(K) PROFIT SHARING PLAN
$2.7M · 23 participants
RESET COSMETIC SURGERY, LLC
RESET COSMETIC SURGERY 401(K) PLAN
$2.7M · 9 participants
ARTHUR M. LUBITZ, M.D.
ARTHUR M. LUBITZ, M.D. 401(K) PROFIT SHARING PLAN
$2.7M · 5 participants
PARAS HARSHAWAT, MD
HARSHA BEHAVIORAL CENTER 401(K) PLAN
$2.7M · 146 participants
DESERT ROSE MEDICAL CONSULTANTS, P.C.
DESERT ROSE MEDICAL CONSULTANTS, P.C. 401(K) 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.7M · 3 participants
NEUROSURGICAL CONSULTANTS OF SOUTH FLORIDA, LLC
NEUROSURGICAL CONSULTANTS OF SOUTH FLORIDA, LLC 401(K) PLAN
$2.7M · 17 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
