How big is Carrie Carter, MD, PLLC's plan?

Carrie Carter, MD, PLLC's plan reported $758K in assets and 5 participants for 2025.

Original filing (PDF)20260318163953NAL0004111520001

Carrie Carter, MD, PLLC

Name: Carrie Carter, MD, PLLC — Carrie Carter, MD, PLLC, Form 5500 (2025)
Creator: Carrie Carter, MD, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carrie Carter, MD, PLLC Cash Balance Plan

Defined-benefit pension plan · Carrie Carter, MD, PLLC's Carrie Carter, MD, PLLC Cash Balance Plan held $758K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$758K

Net assets (EOY)

$758K

Plan identifiers

Carrie Carter, MD, PLLC's EIN is 86-2827633.

EIN 86-2827633

Plan number 003

Plan year 2025

ACK ID 20260318163953NAL0004111520001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carrie Carter, MD, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carrie Carter, MD, PLLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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