Original filing (PDF)20250228093026NAL0000777393001

EXCALIBUR HEALTHCARE, PA

Name: EXCALIBUR HEALTHCARE, PA — EXCALIBUR HEALTHCARE, PA 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: EXCALIBUR HEALTHCARE, PA

Form 5500-SF

FILING_RECEIVED

EXCALIBUR HEALTHCARE, PA 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

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.

Decision-maker contacts

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

Plan sponsor

Name

EXCALIBUR HEALTHCARE, PA

EIN

82-3734809

Address

710 DOMINION DRIVE · MOORESTOWN, NJ · 08057

Phone

(856) 231-4300

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

2025-02-28

Pension benefit codes

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)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

DR. MOLLY KOEHLER, PROFESSIONAL CORPORATION

DR. MOLLY KOEHLER, PROFESSIONAL 401(K) PLAN

$30K · 2 participants

CUMBERLAND CARDIOLOGY, P.A.

CUMBERLAND CARDIOLOGY 401(K) PLAN

$30K · 5 participants

INFINIT MEN'S HEALTH CLINIC, LLC

INFINIT MEN'S HEALTH CLINIC, LLC 401(K) PLAN

$30K · 19 participants

PERSONIC HEALTH CARE LLP

PERSONIC HEALTH CARE LLP 401(K) PLAN

$30K · 6 participants

DR. KARISSA WALTON PLLC

ARIZONA HEALTHCARE FREEDOM 401K PLAN