Original filing (PDF)20250729163224NAL0003649857001

IRA M. STEIN, MD, LLC

Name: IRA M. STEIN, MD, LLC — PEDIATRIC ENT OF THE PALM BEACHES 401 K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: IRA M. STEIN, MD, LLC

Form 5500-SF

FILING_RECEIVED

PEDIATRIC ENT OF THE PALM BEACHES 401 K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

/ 100

Grade A

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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IRA M. STEIN, MD, LLC.

Plan sponsor

Name

IRA M. STEIN, MD, LLC

DBA

PEDIATRIC ENT OF THE PALM BEACHES

EIN

11-3643332

Address

13005 SOUTHERN BOULEVARD · SUITE 124 · LOXAHATCHEE, FL · 33470

Phone

(561) 204-4240

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

2025-07-29

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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