Original filing (PDF)20250325103326NAL0007639155001

NELSON CHARLIE, M. D., P. A.

Name: NELSON CHARLIE, M. D., P. A. — NELSON CHARLIE, M. D., P.A. 401(K) PLAN, Form 5500 (2024)
Creator: NELSON CHARLIE, M. D., P. A.

Form 5500-SF

FILING_RECEIVED

NELSON CHARLIE, M. D., P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 NELSON CHARLIE, M. D., P. A..

Plan sponsor

Name

NELSON CHARLIE, M. D., P. A.

EIN

20-0491241

Address

1800 S.E. 10TH AVENUE, STE. 305 · FORT LAUDERDALE, FL · 33316

Phone

(954) 467-4100

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

2025-03-25

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

THOMAS V. JOSEPH, M.D

THOMAS V. JOSEPH, M.D PROFIT SHARING PLAN

$1.1M · 2 participants

DERMATOLOGY AND CUTANEOUS SURGERY INSTITUTE, DCSI PA

DCSI DERMATOLOGY CASH BALANCE PLAN

$1.1M · 4 participants

BENJAMIN SWARTOUT, M.D., INC.

BENJAMIN SWARTOUT, M.D., INC. DEFINED BENEFIT PENSION PLAN

$1.1M · 2 participants

POBLETE ASSOCIATES PA

POBLETE ASSOCIATES PA 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 2 participants

IMPRESSION IMAGING LLC

IMPRESSION IMAGING LLC 401(K) PROFIT SHARING PLAN