Original filing (PDF)20250717115952NAL0000377874001

MOHAMED H. MERGHANI-CHARLOTTE MCNIE

Name: MOHAMED H. MERGHANI-CHARLOTTE MCNIE — MCM PEDIATRIC AND ADOLESCENT 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MOHAMED H. MERGHANI-CHARLOTTE MCNIE

Form 5500-SF

FILING_RECEIVED

MCM PEDIATRIC AND ADOLESCENT 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 MOHAMED H. MERGHANI-CHARLOTTE MCNIE.

Plan sponsor

Name

MOHAMED H. MERGHANI-CHARLOTTE MCNIE

EIN

56-2069642

Address

711 LONG DR · ROCKINGHAM, NC · 283794315

Phone

(401) 722-0830

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

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Related plans

Similar-size Offices of Physicians plans

UPPER VALLEY ENT & ALLERGY

$1.3M · 7 participants

VIMALI PAUL MD INC

VIMALI PAUL MD INC 401K PLAN

$1.3M · 6 participants

PAULO A. RIBEIRO M.D., P.A.

PAULO A. RIBEIRO M.D., P.A. DEFINED BENEFIT PENSION PLAN

$1.3M · 2 participants

TRAUMA TEAM RESEARCH GROUP, INC

TTRG, INC 401(K) PS PLAN

$1.3M · 5 participants

PEDIATRIC & NEONATAL SPECIALISTS

PEDIATRIC & NEONATAL SPECIALISTS PSC 401(K) PS PLAN

$1.3M · 11 participants