Original filing (PDF)20251005171151NAL0002743873001

ANTHONY STEPHENS, M.D. APMC

Name: ANTHONY STEPHENS, M.D. APMC — ANTHONY STEPHENS, M.D. APMC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ANTHONY STEPHENS, M.D. APMC

Form 5500-SF

FILING_RECEIVED

ANTHONY STEPHENS, M.D. APMC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 ANTHONY STEPHENS, M.D. APMC.

Plan sponsor

Name

ANTHONY STEPHENS, M.D. APMC

EIN

72-1405266

Address

5233 DIJON DRIVE · BATON ROUGE, LA · 70808

Phone

(225) 767-7575

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

2025-10-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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