How big is The Elberta Clinic, P.C.'s plan?

The Elberta Clinic, P.C.'s plan reported $2.3M in assets and 21 participants for 2024.

Original filing (PDF)20250625063938NAL0007811793001

The Elberta Clinic, P.C.

Name: The Elberta Clinic, P.C. — Elberta Clinic, P.C., Form 5500 (2024)
Creator: The Elberta Clinic, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elberta Clinic, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · The Elberta Clinic, P.C.'s Elberta Clinic, P.C. 401(k) Profit Sharing Plan held $2.3M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Terry Kurtts signed The Elberta Clinic, P.C.'s 2024 Form 5500 as plan administrator.

Terry Kurtts — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Elberta Clinic, P.C.'s EIN is 63-1125316.

EIN 63-1125316

Plan number 001

Plan year 2024

ACK ID 20250625063938NAL0007811793001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Elberta Clinic, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Elberta Clinic, P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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