Original filing (PDF)20250609191646NAL0014269889001

LISA WELCH, MD

Name: LISA WELCH, MD — SOUTH DEKALB PRIMARY CARE 401(K) PLAN, Form 5500 (2024)
Creator: LISA WELCH, MD

Form 5500-SF

FILING_RECEIVED

SOUTH DEKALB PRIMARY CARE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$229K

Net assets (EOY)

$229K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LISA WELCH, MD.

Plan sponsor

Name

LISA WELCH, MD

DBA

SOUTH DEKALB PRIMARY CARE

EIN

54-2105353all filings

Address

1290 COLUMBIA DR · DECATUR, GA · 30032

Phone

(404) 289-1952

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

2025-06-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

JILL S YOUNG DMD LLC

JILL S YOUNG DMD 401(K) PLAN

$229K · 8 participants

OMNI VIRTUAL HEALTHCARE, INC.

OMNI VIRTUAL HEALTHCARE, INC. CASH BALANCE PLAN

$229K · 1 participants

SPINE & PERFORMANCE INSTITUTE

SPINE & PERFORMANCE INSTITUTE DEFINED BENEFIT PLAN

$229K · 4 participants

NORTHWEST MEDICAL GROUP PLLC

NORTHWEST MEDICAL GROUP PLLC 401(K) PLAN

$229K · 18 participants

NITESH D KUHADIYA MD MPH PLCC

DECON 401K PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.