Original filing (PDF)20250214151226NAL0024898193001

LISA A. WHIMS-SQUIRES, D.O., P.A.

Name: LISA A. WHIMS-SQUIRES, D.O., P.A. — LISA A. WHIMS-SQUIRES, D.O., P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LISA A. WHIMS-SQUIRES, D.O., P.A.

Form 5500-SF

FILING_RECEIVED

LISA A. WHIMS-SQUIRES, D.O., P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 LISA A. WHIMS-SQUIRES, D.O., P.A..

Plan sponsor

Name

LISA A. WHIMS-SQUIRES, D.O., P.A.

EIN

01-0695384

Address

2840 WEST BAY DRIVE, #273 · BELLEAIR BLUFFS, FL · 33770

Phone

(727) 446-9847

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

LISA A. WHIMS-SQUIRES, D.O., P.A.

EIN

01-0695384

City

BELLEAIR BLUFFS, FL

Phone

(727) 446-9847

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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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