Original filing (PDF)20250717192534NAL0001174112001

LUVERNE HEALTH CLINIC P A

Name: LUVERNE HEALTH CLINIC P A — LUVERNE HEALTH CLINIC, P.A. PROFIT SHARING PLAN, Form 5500 (2022)
Creator: LUVERNE HEALTH CLINIC P A

Form 5500-SF

FILING_RECEIVED

LUVERNE HEALTH CLINIC, P.A. PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 2

Late filing · 20.0 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$307K

Net assets (EOY)

$307K

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

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 20.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUVERNE HEALTH CLINIC P A.

Plan sponsor

Name

LUVERNE HEALTH CLINIC P A

EIN

63-0798719

Address

PO BOX 407 · LUVERNE, AL · 360490407

Phone

(334) 335-6515

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

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