Original filing (PDF)20241219132243NAL0004440689001

LOS ALAMOS FAMILY PRACTICE, P.A.

Name: LOS ALAMOS FAMILY PRACTICE, P.A. — LOS ALAMOS FAMILY PRACTICE, P.A. 401(K) PLAN AND TRUST, Form 5500 (2023)
Creator: LOS ALAMOS FAMILY PRACTICE, P.A.

Form 5500-SF

FILING_RECEIVED

LOS ALAMOS FAMILY PRACTICE, P.A. 401(K) PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

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 LOS ALAMOS FAMILY PRACTICE, P.A..

Plan sponsor

Name

LOS ALAMOS FAMILY PRACTICE, P.A.

EIN

85-0293253

Address

1131 EAST ALAMEDA STREET · SANTA FE, NM · 87501

Phone

(505) 662-2900

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2024-12-19

Pension benefit codes

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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