· 2022–2024 · DOL EFAST2

ROBERT BLATT, M.D. — APPLEBANK AS TRUSTEE OF ROBERT BLATT,M.D.SELF-EMPLOYED PROFIT SHARING PLAN, Form 5500 (2023)

Original filing (PDF)20240523144206NAL0008531504001

ROBERT BLATT, M.D.

Form 5500-SF

FILING_RECEIVED

APPLEBANK AS TRUSTEE OF ROBERT BLATT,M.D.SELF-EMPLOYED PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

1

Accounts w/ balance

—

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT BLATT, M.D..

Plan sponsor

Name

ROBERT BLATT, M.D.

EIN

13-6598511all filings

Address

2700 EMORY DR E APT A · WEST PALM BEACH, FL · 334157870

Phone

(646) 279-5998

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-23

Pension benefit codes

2C · Money purchase (other than target benefit)

2E · Profit-sharing

3B · Covers self-employed individuals

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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