Original filing (PDF)20250311065545NAL0017334385001

MONTGOMERY ANESTHESIA ASSOCIATES, P.C.

Name: MONTGOMERY ANESTHESIA ASSOCIATES, P.C. — 401(K) PROFIT SHARING PLAN OF MONTGOMERY ANESTHESIA ASSOCIATES, P.C., Form 5500 (2024)
Creator: MONTGOMERY ANESTHESIA ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

401(K) PROFIT SHARING PLAN OF MONTGOMERY ANESTHESIA ASSOCIATES, P.C.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.8M

Net assets (EOY)

$12.8M

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 MONTGOMERY ANESTHESIA ASSOCIATES, P.C..

Plan sponsor

Name

MONTGOMERY ANESTHESIA ASSOCIATES, P.C.

EIN

63-0959484

Address

P.O. BOX 235019 · MONTGOMERY, AL · 36123

Phone

(334) 293-8008

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

401K SAFE 3 16 LLC

EIN

83-0824803

City

ALBERTVILLE, AL

Phone

(888) 401-5723

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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