· 2022–2024 · DOL EFAST2

CLEBURNE FAMILY MEDICINE ASSOCIATES, PLLC — CLEBURNE FAMILY MEDICINE ASSOCIATES, PLLC RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250701095615NAL0012009313001

CLEBURNE FAMILY MEDICINE ASSOCIATES, PLLC

Form 5500-SF

FILING_RECEIVED

CLEBURNE FAMILY MEDICINE ASSOCIATES, PLLC RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

28

Accounts w/ balance

38

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score

86

/ 100

Grade A

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

52

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEBURNE FAMILY MEDICINE ASSOCIATES, PLLC.

Plan sponsor

Name

CLEBURNE FAMILY MEDICINE ASSOCIATES, PLLC

EIN

75-2233121

Address

251 E SOUTHLAKE BLVD. · SUITE 100 · SOUTHLAKE, TX · 76092

Phone

(972) 965-7838

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

CHILD CARE LIMITED

CHILD CARE LIMITED 401(K) PLAN

$2.8M · 14 participants

HAYLEY M. COHEN, M.D.

HAYLEY M. COHEN, M.D. PROFIT SHARING PLAN

$2.8M · 1 participants

EYE ASSOCIATES, LLC DBA EYE SURGERY CENTER OF LOUISIANA

EYE SURGERY CENTER OF LA 401(K) PLAN

$2.8M · 35 participants

MOHAMMAD H. OSMANI, M.D.

MOHAMMAD H. OSMANI, M.D. DEFINED BENEFIT PENSION PLAN

$2.8M · 4 participants

ADVANCED PAIN CONSULTANTS, S.C.

ADVANCED PAIN CONSULTANTS 401 K PROFIT SHARING PLAN