Original filing (PDF)20250214160008NAL0013104643001

DAVID A FRANCIS MD

Name: DAVID A FRANCIS MD — DAVID A FRANCIS MD PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DAVID A FRANCIS MD

Form 5500-SF

FILING_RECEIVED

DAVID A FRANCIS MD PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$332K

Net assets (EOY)

$332K

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 (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID A FRANCIS MD.

Plan sponsor

Name

DAVID A FRANCIS MD

EIN

63-1115120all filings

Address

2828 HIGHWAY 31 S SUITE 109 · DECATUR, AL · 35603

Phone

(256) 350-3388

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

2025-02-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

Related plans

Similar-size Offices of Physicians plans

PRIME ANESTHESIA PLLC

PRIME ANESTHESIA PLLC 401(K) PLAN

$332K · 11 participants

BLUE MOUNTAIN EYE, PLLC DBA LIFESTYLE EYE CENTER

LIFESTYLE EYE CENTER 401(K) PLAN

$332K · 7 participants

NEW YORK HEART AND VASCULAR CARE, PC

NEW YORK HEART AND VASCULAR CARE, PC 401(K) PROFIT SHARING PLAN

$332K · 6 participants

ONCOLOGY CONSULTANTS, P.A.

ONCOLOGY CONSULTANTS, P.A. PROFIT SHARING PLAN

$332K · 1 participants

THE PAIN CENTER OF ILLINOIS, INC.

THE PAIN CENTER OF ILLINOIS, INC. CASH BALANCE PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.