· 2022–2024 · DOL EFAST2

MONTICELLO MEDICAL ASSOCIATES, INC. — MONTICELLO MEDICAL ASSOCIATES, INC. 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250630194543NAL0016940848001

MONTICELLO MEDICAL ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

MONTICELLO MEDICAL ASSOCIATES, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

56

Accounts w/ balance

59

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan health score

84

/ 100

Grade B

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

44

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTICELLO MEDICAL ASSOCIATES, INC..

Plan sponsor

Name

MONTICELLO MEDICAL ASSOCIATES, INC.

EIN

61-0901605

Address

1 SOUTH CREEK DRIVE · SUITE 102 · MONTICELLO, KY · 426339472

Phone

(606) 348-3365

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

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)

Small plans don't disclose service providers

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