Original filing (PDF)20250707123914NAL0003773729001

FAMILY PRACTICE ASSOCIATES OF MONTROSE,PA

Name: FAMILY PRACTICE ASSOCIATES OF MONTROSE,PA — FAMILY PRACTICE ASSOCIATES OF MONTROSE, PA PROFIT SHARING 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: FAMILY PRACTICE ASSOCIATES OF MONTROSE,PA

Form 5500-SF

FILING_RECEIVED

FAMILY PRACTICE ASSOCIATES OF MONTROSE, PA PROFIT SHARING 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score

Top-tier plan health

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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FAMILY PRACTICE ASSOCIATES OF MONTROSE,PA.

Plan sponsor

Name

FAMILY PRACTICE ASSOCIATES OF MONTROSE,PA

EIN

63-0799220

Address

770 MIDDLE STREET, SUITE B · FAIRHOPE, AL · 36532

Phone

(251) 928-1191

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator