How big is Carlton Bariatrics PA's plan?

Carlton Bariatrics PA's plan reported $509K in assets and 5 participants for 2025.

Original filing (PDF)20260523082209NAL0003341761001

Carlton Bariatrics PA

Name: Carlton Bariatrics PA — Carlton Bariatrics PA-401(k), Form 5500 (2025)
Creator: Carlton Bariatrics PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlton Bariatrics PA-401(k)

401(k) retirement plan · Carlton Bariatrics PA's Carlton Bariatrics PA-401(k) held $509K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$509K

Net assets (EOY)

$509K

People on this filing

Allison Rezentes signed Carlton Bariatrics PA's 2025 Form 5500 as plan administrator.

Allison Rezentes — 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

Carlton Bariatrics PA's EIN is 82-1375204.

EIN 82-1375204

Plan number 001

Plan year 2025

ACK ID 20260523082209NAL0003341761001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carlton Bariatrics PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carlton Bariatrics PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLTON BARIATRICS PA.

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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