Original filing (PDF)20250616120924NAL0002306690001

JAMES W. AKIN, M.D., P.S.C.

Name: JAMES W. AKIN, M.D., P.S.C. — JAMES W. AKIN, M.D., PSC PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: JAMES W. AKIN, M.D., P.S.C.

Form 5500-SF

FILING_RECEIVED

JAMES W. AKIN, M.D., PSC PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 JAMES W. AKIN, M.D., P.S.C..

Plan sponsor

Name

JAMES W. AKIN, M.D., P.S.C.

EIN

61-1263275

Address

1760 NICHOLASVILLE ROAD · SUITE 501 · LEXINGTON, KY · 40503

Phone

(859) 260-1515

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

2025-06-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

VITTORIO M. MORREALE, M.D., PLC

VITTORIO M. MORREALE, M.D., PLC CASH BALANCE PENSION PLAN

$3.8M · 6 participants

K. JACOB COHEN-KASHI & LAWRENCE LIN, PLLC

K. JACOB COHEN KASHI & LAWRENCE LIN, PLLC PENSION PLAN

$3.8M · 4 participants

BIG RAPIDS ORTHOPAEDICS, PC

PROFIT SHARING AND SAVINGS PROGRAM OF BIG RAPIDS ORTHOPAEDICS, PC

$3.8M · 11 participants

WEST BROWARD PEDIATRICS

WEST BROWARD PEDIATRICS, PA PROFIT SHARING PLAN

$3.8M · 13 participants

CATERINA VIOLI, M.D., OBGYN LLC