Original filing (PDF)20250919101305NAL0005185218001

PHYSICIANS MEDICAL GROUP LLC

Name: PHYSICIANS MEDICAL GROUP LLC — PHYSICIANS MEDICAL GROUP LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: PHYSICIANS MEDICAL GROUP LLC

Form 5500-SF

FILING_RECEIVED

PHYSICIANS MEDICAL GROUP LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$222K

Net assets (EOY)

$222K

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 PHYSICIANS MEDICAL GROUP LLC.

Plan sponsor

Name

PHYSICIANS MEDICAL GROUP LLC

EIN

20-0059210all filings

Address

825 OAKLEY SEAVER DRIVE · CLERMONT, FL · 34711

Phone

(352) 552-7026

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-19

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size Offices of Physicians plans

BOYER FAMILY PRACTICE

BOYER FAMILY PRACTICE 401(K) PLAN

$222K · 6 participants

MP TIBURON LLC

MARV PINZON 401(K) PROFIT SHARING PLAN

$222K · 1 participants

CAROLINA COASTAL PLASTIC SURGERY &

CAROLINA COASTAL PLASTIC SURGERY & MEDICAL SPA PROFIT SHARING PLAN

$222K · 13 participants

ASSOCIATES IN GASTROENTEROLOGY, P.C.

ASSOCIATES IN GASTROENTEROLOGY, P.C. 401(K) RETIREMENT PLAN

$222K · 2 participants

MANUEL PORRO VIZCARRA

MANUEL PORRO VIZCARRA RETIREMENT PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.