Original filing (PDF)20250422091556NAL0004056433001

PEDIATRIC ORTHOPEDICS OF SOUTHWEST FLORIDA, P.L.L.C.

Name: PEDIATRIC ORTHOPEDICS OF SOUTHWEST FLORIDA, P.L.L.C. — PEDIATRIC ORTHOPEDICS OF SOUTHWEST FLORIDA, P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: PEDIATRIC ORTHOPEDICS OF SOUTHWEST FLORIDA, P.L.L.C.

Form 5500-SF

FILING_RECEIVED

PEDIATRIC ORTHOPEDICS OF SOUTHWEST FLORIDA, P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

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 PEDIATRIC ORTHOPEDICS OF SOUTHWEST FLORIDA, P.L.L.C..

Plan sponsor

Name

PEDIATRIC ORTHOPEDICS OF SOUTHWEST FLORIDA, P.L.L.C.

EIN

04-3757244

Address

15821 HOLLY FERN COURT · FORT MYERS, FL · 33908

Phone

(239) 432-5100

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

2025-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

CYNTHIA B. YALOWITZ, M.D.

CYNTHIA B. YALOWITZ, M.D. PROFIT SHARING PLAN

$4.5M · 2 participants

NAVANI PAIN MANAGEMENT CENTER

NAVANI PAIN MANAGEMENT CENTER DEFINED BENEFIT PLAN

$4.5M · 2 participants

DANVILLE PATIENT CARE, INC.

DANVILLE PATIENT CARE, INC. 401(K) PLAN

$4.5M · 5 participants

CARL K. YORITA, M.D., INC.

CARL K. YORITA, M.D., INC. PROFIT SHARING PLAN

$4.5M · 2 participants

OB/GYN HEALTH ASSOCIATES, S.C.

OB/GYN HEALTH ASSOCIATES S.C. 401(K) PLAN & TRUST