How big is Jerome O. Carter MD, PLLC's plan?

Jerome O. Carter MD, PLLC's plan reported $1.3M in assets and 3 participants for 2025.

Original filing (PDF)20260504144645NAL0005059024001

Jerome O. Carter MD, PLLC

Name: Jerome O. Carter MD, PLLC — Jerome O Carter MD PLLC, Form 5500 (2025)
Creator: Jerome O. Carter MD, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jerome O Carter MD PLLC Profit Sharing Plan

401(k) retirement plan · Jerome O. Carter MD, PLLC's Jerome O Carter MD PLLC Profit Sharing Plan held $1.3M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Brian Caffrey signed Jerome O. Carter MD, PLLC's 2025 Form 5500 as plan administrator.

Brian Caffrey — 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

Jerome O. Carter MD, PLLC's EIN is 74-3166511.

EIN 74-3166511

Plan number 001

Plan year 2025

ACK ID 20260504144645NAL0005059024001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jerome O. Carter MD, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jerome O. Carter MD, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEROME O. CARTER MD, PLLC.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

JEROME O. CARTER MD, PLLC

EIN

all filings

Address

720 ROLLINGBROOK ST · BAYTOWN, TX · 77521

Phone

(281) 420-9355

Industry

Health Care & Social Assistance

Plan administrator