· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GILBERT, BARBEE, MOORE & MCILVOY, P.S.C. — GRAVES-GILBERT CLINIC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250915123511NAL0000719379001
GILBERT, BARBEE, MOORE & MCILVOY, P.S.C.
Form 5500-SF
FILING_RECEIVED
GRAVES-GILBERT CLINIC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
101
Accounts w/ balance
—
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
Plan health score (directional)
86
/ 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
90
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
GILBERT, BARBEE, MOORE & MCILVOY, P.S.C.
.
Find decision makers
Plan sponsor
Name
GILBERT, BARBEE, MOORE & MCILVOY, P.S.C.
EIN
61-0700826
Address
201 PARK STREET · BOWLING GREEN, KY · 42102
Phone
(270) 781-5111
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
1C · Cash balance or similar hybrid DB
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
BOARDWALK SURGICAL ASSOCIATES, P.A.
BOARDWALK SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST
$7.5M · 1 participants
BCS HEART, L.L.P
BCS HEART, L.L.P. 401(K) PLAN
$7.5M · 50 participants
INTERVENTIONAL CARDIAC CONSULTANTS, P.L.C.
INTERVENTIONAL CARDIAC CONSULTANTS 401(K) PLAN
$7.5M · 29 participants
EAR, NOSE & THROAT INSTITUTE OF MI, PLLC
EAR, NOSE & THROAT INSTITUTE OF MI, PLLC EMPLOYEE PROFIT SHARING PLAN - MORGAN STANLEY
$7.5M · 3 participants
MARTIN FOX, M.D.
100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
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.
MARTIN FOX, M.D. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT
$7.5M · 13 participants
VENTURA CTY RADIATION ONC MED GR
VENTURA CTY RADIATION ONC MED GR 401(K) PROFIT SHARING PLAN
$7.5M · 18 participants
Large plans in Kentucky
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH 401(K) RETIREMENT SAVINGS PLAN
$8.8B · 91,977 participants
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
$7.7B · 42,968 participants
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH ERISA 403(B) PLAN
$2.9B · 28,491 participants
UNITED PARCEL SERVICE COMPANY
UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN
$2.5B · 1,993 participants
HOUCHENS INDUSTRIES, INC.
HOUCHENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$2.3B · 7,785 participants
NORTON HEALTHCARE, INC.
NORTON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN
$2.3B · 22,952 participants
