Original filing (PDF)20251006162255NAL0003794721001

VALDOSTA FAMILY MEDICINE ASSOCIATES, P.C.

Name: VALDOSTA FAMILY MEDICINE ASSOCIATES, P.C. — VALDOSTA FAMILY MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: VALDOSTA FAMILY MEDICINE ASSOCIATES, P.C.

Form 5500

FILING_RECEIVED

VALDOSTA FAMILY MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 3

Late participant contributions48% in single holdingCorrective distributions issued

Active participants

138

Accounts w/ balance

190

Plan assets (EOY)

$15.1M

Net assets (EOY)

$15.1M

How this plan invests

This plan

46 pooled trusts

Schedule D

9 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 28K (2% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (22nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALDOSTA FAMILY MEDICINE ASSOCIATES, P.C..

Plan sponsor

Name

VALDOSTA FAMILY MEDICINE ASSOCIATES, P.C.

EIN

58-1844895

Address

2412 NORTH OAK STREET · VALDOSTA, GA · 31602

Phone

(229) 244-1400

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

2025-10-06

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)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	—	RECORDKEEPER	$950	—

Investments

9 direct securities · 46 pooled funds· $15.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$14.6M

46 holdings

Other securities

$722K

9 holdings

					% of plan
JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$6.9M	46.1%
FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$2.0M	13.6%
VANGUARD SHORT-TERM FEDERAL JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$1.6M	10.8%
PARNASSUS CORE EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$503K	3.3%
JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$384K	2.5%
HIGH YIELD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$267K	1.8%
JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$256K	1.7%
AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$235K	1.6%
AMERICAN FUNDS SMALLCAP WORLD JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$211K	1.4%
Small Cap World Fund Pooled Separate Account	Other securities	—	—	$211K	1.4%
500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$180K	1.2%
JH Multi-Index 2055 Preserv Pooled Separate Account	Other securities	—	—	$164K	1.1%
JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$164K	1.1%
JOHN HANCOCK INTL GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$160K	1.1%
AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$157K	1.0%
REAL EST. SECURITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$153K	1.0%
VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$141K	0.9%
MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$141K	0.9%
JH Multi-Index 2065 Preserv Pooled Separate Account	Other securities	—	—	$135K	0.9%
JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$135K	0.9%
VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$114K	0.8%
PIMCO COMMODITY REAL RETURN JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$109K	0.7%
JOHN HANCOCK U.S. GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$83K	0.6%
JH Multi-Index 2030 Preserv Pooled Separate Account	Other securities	—	—	$83K	0.5%
JH LIFETIME BLEND 2030 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$83K	0.5%
JH Multi-Index 2025 Preserv Pooled Separate Account	Other securities	—	—	$76K	0.5%
JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$76K	0.5%
FIDELITY CONTRAFUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$70K	0.5%
TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$52K	0.3%
PGIM JENNISON MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$37K	0.2%
THRIVENT MID CAP STOCK FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$36K	0.2%
VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$31K	0.2%
JH Multi-Index 2060 Preserv Pooled Separate Account	Other securities	—	—	$27K	0.2%
JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$27K	0.2%
DFA INFLATION-PROTECTED SEC JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$24K	0.2%
AF CAPITAL WORLD BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$24K	0.2%
JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$20K	0.1%
VANGUARD EXPLORER FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$18K	0.1%
JH Multi-Index 2050 Preserv Pooled Separate Account ** 579 * JH Multi-Index 2045 Preserv Pooled Separate Account	Other securities	—	—	$13K	<0.1%
JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$13K	<0.1%
CAPITAL APPRECIATION FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$11K	<0.1%
DFA INTERNATIONAL VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$11K	<0.1%
JH Multi-Index 2040 Preserv Pooled Separate Account	Other securities	—	—	$10K	<0.1%
JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$10K	<0.1%
FEDERATED HIGH YIELD BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$9K	<0.1%
NEW OPPORTUNITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$7K	<0.1%
MUTUAL GLOBAL DISCOVERY JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$7K	<0.1%
FIDELITY ADV LEVERAGED CO STK JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$6K	<0.1%
PIMCO REAL RETURN JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$6K	<0.1%
JH Multi-Index 2035 Preserv Pooled Separate Account	Other securities	—	—	$4K	<0.1%