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ADVANCED ORTHOPEDIC ASSOCIATES, PC — ADVANCED ORTHOPEDICS ASSOCIATES, PC PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250224145336NAL0016461104001
ADVANCED ORTHOPEDIC ASSOCIATES, PC
Form 5500-SF
FILING_RECEIVED
ADVANCED ORTHOPEDICS ASSOCIATES, PC PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ADVANCED ORTHOPEDIC ASSOCIATES, PC
.
Find decision makers
Plan sponsor
Name
ADVANCED ORTHOPEDIC ASSOCIATES, PC
EIN
64-0911672
Address
2781 CT SWITZER SR. DRIVE, STE. 402 · BILOXI, MS · 395314535
Phone
(228) 388-0949
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-02-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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Trustee / custodian
—
Trustee phone
—
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