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MICHAEL A. KEPLEY, M.D., P.A. — MICHAEL A. KEPLEY, M.D. PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250930110739NAL0029150866001
MICHAEL A. KEPLEY, M.D., P.A.
Form 5500-SF
FILING_RECEIVED
MICHAEL A. KEPLEY, M.D. PROFIT SHARING PLAN & TRUST
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
2
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
Plan health score (directional)
87
/ 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
MICHAEL A. KEPLEY, M.D., P.A.
.
Find decision makers
Plan sponsor
Name
MICHAEL A. KEPLEY, M.D., P.A.
EIN
56-1643504
Address
427 NORTH GREENBRIAR ROAD · STATESVILLE, NC · 28625
Phone
(704) 929-6629
Industry
Offices of Physicians
· 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
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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MD SOLUTIONS
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Knocking points off
No active participants reported but plan still holds assets.
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.
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