Original filing (PDF)20250731121558NAL0002565059001

WATAUGA FAMILY PRACTICE ASSOCIATES, P.A.

Name: WATAUGA FAMILY PRACTICE ASSOCIATES, P.A. — WATAUGA FAMILY PRACTICE 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WATAUGA FAMILY PRACTICE ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

WATAUGA FAMILY PRACTICE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 WATAUGA FAMILY PRACTICE ASSOCIATES, P.A..

Plan sponsor

Name

WATAUGA FAMILY PRACTICE ASSOCIATES, P.A.

DBA

NORTH TARRANT FAMILY PRACTICE

EIN

75-2146152

Address

5445 BASSWORD BLVD., STE 650 · FORT WORTH, TX · 76137

Phone

(817) 485-0161

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

2025-07-31

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

SHERIDAN NEUROLOGY, P.C.

SHERIDAN NEUROLOGY, P.C. 401(K) PROFIT SHARING PLAN

$1.0M · 7 participants

GULATI & ASSOCIATES, INC.

GULATI & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

$1.0M · 5 participants

ORTHOPAEDIC PHYSICIANS & SURGEONS, P.C.

ORTHOPAEDIC PHYSICIANS & SURGEONS, P.C. 401(K) PLAN

$1.0M

BAO-QUOC CORE LA M.D., P.A.

BAO-QUOC CORE LA M.D., P.A. 401(K) PLAN

$1.0M · 3 participants

MERIK GROSS MD PROFESSIONAL CORP

MERIK GROSS, M. D. PROFIT SHARING 401(K) PLAN