Original filing (PDF)20250606002643NAL0011976529001

HEALTHFIRST PRIMARY CARE, PLLC

Name: HEALTHFIRST PRIMARY CARE, PLLC — HEALTHFIRST PRIMARY CARE, PLLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HEALTHFIRST PRIMARY CARE, PLLC

Form 5500-SF

FILING_RECEIVED

HEALTHFIRST PRIMARY CARE, PLLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

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 HEALTHFIRST PRIMARY CARE, PLLC.

Plan sponsor

Name

HEALTHFIRST PRIMARY CARE, PLLC

EIN

86-0928035

Address

1950 E. MUIRWOOD DRIVE · PHOENIX, AZ · 85048

Phone

(480) 820-1855

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-06

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

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

ALLERGY, ASTHMA ASSOCIATES, P.C.

ALLERGY, ASTHMA ASSOCIATES, P.C. EMPLOYEES PROFIT SHARING PLAN

$5.8M · 21 participants

COASTAL CAROLINA OTOLARYNGOLOGY ASSOCIATES, P. A.

COASTAL CAROLINA OTOLARYNGOLOGY ASSOCIATES 401(K) PLAN

$5.8M · 24 participants

LAL BHAGCHANDANI, M.D., P.A.

LAL BHAGCHANDANI, M.D., P.A. RETIREMENT PLAN

$5.8M · 4 participants

CHUGACH ANESTHESIA, LLC

CHUGACH ANESTHESIA LLC CASH BALANCE PLAN

$5.8M · 9 participants

DESERT VALLEY PEDIATRICS