Original filing (PDF)20240719123649NAL0003904355001

MARIUSZ J. KLIN, M.D., P.A.

Name: MARIUSZ J. KLIN, M.D., P.A. — MARIUSZ J. KLIN, M.D., P.A. 401K PROFIT SHARING TRUST, Form 5500 (2022)
Creator: MARIUSZ J. KLIN, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

MARIUSZ J. KLIN, M.D., P.A. 401K PROFIT SHARING TRUST

Defined-contribution retirement plan

Signals · 1

Late filing · 8.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARIUSZ J. KLIN, M.D., P.A..

Plan sponsor

Name

MARIUSZ J. KLIN, M.D., P.A.

EIN

02-0688777

Address

2202 STATE AVE., SUITE 301 · PANAMA CITY, FL · 32405

Phone

(850) 215-7071

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-07-19

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

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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