Original filing (PDF)20250917090036NAL0000668402001

DALTON FAMILY PRACTICE, P.C.

Name: DALTON FAMILY PRACTICE, P.C. — DALTON FAMILY PRACTICE, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DALTON FAMILY PRACTICE, P.C.

Form 5500-SF

FILING_RECEIVED

DALTON FAMILY PRACTICE, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

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 DALTON FAMILY PRACTICE, P.C..

Plan sponsor

Name

DALTON FAMILY PRACTICE, P.C.

EIN

58-1336819

Address

1114 PROFESSIONAL BLVD · DALTON, GA · 30720

Phone

(706) 278-0138

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

2025-09-17

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

MILLER ORTHOPAEDIC AFFILIATES, P.C.

PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P. C.

$8.2M · 16 participants

MAIN STREET PEDIATRICS, P.C.

MAIN STREET PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN

$8.2M · 41 participants

FRANCISCAN SURGERY CENTER, LLC

FRANCISCAN SURGERY CENTER, LLC 401(K) PLAN

$8.2M · 116 participants

TRIANGLE DERMATOLOGY ASSOCIATES

TRIANGLE DERMATOLOGY ASSOCIATES 401(K) PSP

$8.2M · 18 participants

UROLOGY ASSOCIATES OF NORWALK, P.C.