Department of Labor filing

NORMAN H. ANDERSON, M.D., P.A.

NORMAN H. ANDERSON, M.D., P.A. 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

41filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$4,542

Reported employer contributions per active participant.

Higher than about 52% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$591 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 15% of comparable plans

↗Investment performance

Not available

Plan assets changed 4.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202441out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions52nd percentileTypical peer $4,205 · based on 324 comparable plans

Lower reported administrative expense15th percentileTypical peer $191 · based on 339 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, NORMAN H. ANDERSON, M.D., P.A. reported $390,595 in employer contributions across the plan and 86 active participants. That works out to $4,542 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy84%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 2.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 7.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context41/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $390,595
Participant contributions: $663,013
Other contributions: Not reported
Employer share of reported contributions: 37.1%
Beginning assets: $15,928,148
Ending assets: $16,589,728
Ending net assets: $16,589,728
Ending liabilities: $0
Total income: $3,033,245
Total expenses: $2,371,665
Administrative expenses: $63,865
Participant loans: $257,538

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$4,428

2023

$4,522

2024

$4,542

Plan-paid administrative expenses per participant

2022

$641

2023

$564

2024

$591

Active participants

2022

2023

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$4,542	86	16.6M	20251010104404NAL0007537409001
2023	$4,522	86	15.9M	20240927094057NAL0001839777001
2022	$4,428	95	15.6M	20230816083116NAL0001664289001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 591901972-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1990
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2T3D

Current plan terms

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Filing ACK_ID20251010104404NAL0007537409001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗