Back to filter
Original filing (PDF)20260219162653NAL0008409265001
LARRY C. LEVERETT, M.D., P.C.
Form 5500-SF
FILING_RECEIVED
LARRY C. LEVERETT, M.D., P.C. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.1 mo
Active participants
6
Accounts w/ balance
12
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
85
/ 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
88
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.1 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LARRY C. LEVERETT, M.D., P.C..
Plan sponsor
Name
LARRY C. LEVERETT, M.D., P.C.
EIN
86-0898636
Address
4530 E RAY RD · 140 · PHOENIX, AZ · 85044
Phone
(480) 706-5830
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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 providersRelated plans
Similar-size Offices of Physicians plans
LARRY C. LEVERETT, M.D., P.C.
LARRY C. LEVERETT, M.D., P.C. PROFIT SHARING PLAN
$1.1M · 6 participants
BAY ANESTHESIA PARTNERSHIP
BAY ANESTHESIA GROUP 401(K) PLAN
$1.1M · 11 participants
CONTEMPORARY DENTAL ARTS PL
CONTEMPORARY DENTAL ARTS PL 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 3 participants
MEDFORENSICS, LLC
MEDFORENSICS CASH BALANCE PLAN
$1.1M · 2 participants
BRIGHTSTARTS PEDIATRICS, P.C.
BRIGHTSTARTS PEDIATRICS, P.C. 401(K) PLAN
$1.1M · 5 participants
CYPRESS NATUROPATHIC MEDICINE, INC.
CYPRESS NATURAL MEDICINE 401(K)PROFIT SHARING PLAN
$1.1M · 4 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants