· 2022–2024 · DOL EFAST2

MEDICAL VENTURES OF AMERICA, LLC. — MEDICAL VENTURES OF AMERICA 401(K) PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20241002091848NAL0004683123001

MEDICAL VENTURES OF AMERICA, LLC.

Form 5500-SF

FILING_RECEIVED

MEDICAL VENTURES OF AMERICA 401(K) PLAN

401(k) retirement plan

Active participants

14

Accounts w/ balance

7

Plan assets (EOY)

$105K

Net assets (EOY)

$105K

Plan health score

Above-average plan

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

42

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEDICAL VENTURES OF AMERICA, LLC..

Plan sponsor

Name

MEDICAL VENTURES OF AMERICA, LLC.

EIN

14-1847012

Address

16890 US 441 HWY · MT. DORA, FL · 32757

Phone

(352) 385-4404

Industry

Outpatient Care Centers· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Outpatient Care Centers plans

NEW HEART, INC.

NEW HEART, INC. SAVINGS AND RETIREMENT PLAN

$105K · 16 participants

EMILY ROCKWELL SKIN CLINIC

EMILY ROCKWELL SKIN CLINIC 401(K) PROFIT SHARING PLAN & TRUST

$105K · 6 participants

ATLAS AUTISM CENTER, LLC

ATLAS AUTISM CENTER, LLC 401(K) PLAN

$104K · 12 participants

ABA CONCEPTS INC

ABA CONCEPTS INC 401(K) PROFIT SHARING PLAN & TRUST

$104K · 17 participants

TRAN FAMILY MEDICAL CLINIC, INC.

TRAN FAMILY MEDICAL CLINIC, INC. 401K PLAN