Original filing (PDF)20250402135848NAL0016766226001

CARRIE CARTER, MD, PLLC

Name: CARRIE CARTER, MD, PLLC — CARRIE CARTER, MD, PLLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: CARRIE CARTER, MD, PLLC

Form 5500-SF

FILING_RECEIVED

CARRIE CARTER, MD, PLLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$494K

Net assets (EOY)

$494K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARRIE CARTER, MD, PLLC.

Plan sponsor

Name

CARRIE CARTER, MD, PLLC

EIN

86-2827633

Address

8440 WALNUT HILL LANE, STE 540 · DALLAS, TX · 75231

Phone

(972) 415-2409

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

2025-04-02

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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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