Original filing (PDF)20250827132711NAL0016640384001

STACEY FOLK MD PC

Name: STACEY FOLK MD PC — STACEY FOLK MD PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: STACEY FOLK MD PC

Form 5500-SF

FILING_RECEIVED

STACEY FOLK MD PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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 STACEY FOLK MD PC.

Plan sponsor

Name

STACEY FOLK MD PC

EIN

84-1556961

Address

4700 HALE PARKWAY, SUITE 520 · DENVER, CO · 802203909

Phone

(303) 321-6608

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

2025-08-27

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

JERRY L. JOHNSON, M.D., P.A.

JERRY L JOHNSON, M.D. P.A. 401(K) PROFIT SHARING PLAN

$4.0M · 16 participants

HEALTHY FOUNDATIONS MEDICAL GROUP

HEALTHY FOUNDATIONS MEDICAL GROUP 401(K) SAFE HARBOR PROFIT SHARING PLAN

$4.0M · 15 participants

ORTHOPAEDIC ASSOCIATES, INC.

ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST

$4.0M · 5 participants

ELITE PLASTIC SURGERY, INC.

ELITE PLASTIC SURGERY, INC. DEFINED BENEFIT PENSION PLAN

$4.0M · 4 participants

ARKANSAS OCCUPATIONAL MEDICINE SERVICES PA