Retirement plan

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CARROLL PRIMARY CARE, P.A.

Name: CARROLL PRIMARY CARE, P.A. - SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CARROLL PRIMARY CARE, P.A. (2025) Form 5500
Creator: CARROLL PRIMARY CARE, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CARROLL PRIMARY CARE, P.A., CARROLL PRIMARY CARE, P.A.

CARROLL PRIMARY CARE, P.A.EIN 52-1553541Plan #001PY 2025

3400 PINE CIR N - WESTMINSTER, MD 211578306410-795-1888carrollprimarycare.comLinkedIn11-50 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.1M

+18.9% from 2024

Total participants

+15.8% from 2024

Average account balance

$86,536

+2.8% from 2024

Annual return

13.41%

+2.50 pp from 2024

Benchmarks

See 15,542 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,542 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.11M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$87K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

113.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$238K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.41%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$38

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G2J2T

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$43 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.044%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$86,536

$76,407+13.3%

$150,298-42.4%

$82,448+5.0%

Participation rate

86.5%

66.4%+20.1pp

77.8%+8.8pp

68.1%+18.5pp

Annual return

13.41%

39.99%-26.6pp

62.79%-49.4pp

41.64%-28.2pp

Employer contribution / active EE

$1,441

$2,614-44.9%

$4,154-65.3%

$2,551-43.5%

Participant deferral / active EE

$3,134

$3,214-2.5%

$5,453-42.5%

$4,139-24.3%

Admin fee / account holder

$38

$6,352-99.4%

$14,116-99.7%

$7,234-99.5%

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CARROLL PRIMARY CARE, P.A.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CARROLL PRIMARY CARE, P.A.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion