· 2022–2024 · DOL EFAST2

CASSANDRA B. ONOFREY, M.D., P.A. — CASSANDRA B. ONOFREY, M.D., P.A. RETIREMENT SAVINGS PLAN, Form 5500 (2024)

Original filing (PDF)20250707165728NAL0002120755001

CASSANDRA B. ONOFREY, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

CASSANDRA B. ONOFREY, M.D., P.A. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

5

Plan assets (EOY)

$899K

Net assets (EOY)

$899K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

91

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASSANDRA B. ONOFREY, M.D., P.A..

Plan sponsor

Name

CASSANDRA B. ONOFREY, M.D., P.A.

EIN

03-0451082

Address

2000 PALM BEACH LAKES BLVD · #400 · WEST PALM BEACH, FL · 33409

Phone

(561) 404-5030

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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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