Original filing (PDF)20260210140119NAL0002938528001

DOWLING & CALDWELL, M.D., P.C.

Name: DOWLING & CALDWELL, M.D., P.C. — DOWLING & CALDWELL, M.D., P.C. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DOWLING & CALDWELL, M.D., P.C.

Form 5500-SF

FILING_RECEIVED

DOWLING & CALDWELL, M.D., P.C. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

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 DOWLING & CALDWELL, M.D., P.C..

Plan sponsor

Name

DOWLING & CALDWELL, M.D., P.C.

EIN

63-0827336

Address

715 WALNUT STREET, 2ND FLOOR · GADSDEN, AL · 35901

Phone

(256) 547-6869

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

2024-11-01

Tax period

2025-10-31

Filed

2026-02-10

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2A · Age/service weighted or new comparability

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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