Original filing (PDF)20250619152210NAL0003260977001

WESLEY CHAPEL INTERNAL MEDICINE

Name: WESLEY CHAPEL INTERNAL MEDICINE — WESLEY CHAPEL INTERNAL 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: WESLEY CHAPEL INTERNAL MEDICINE

Form 5500-SF

FILING_RECEIVED

WESLEY CHAPEL INTERNAL 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 WESLEY CHAPEL INTERNAL MEDICINE.

Plan sponsor

Name

WESLEY CHAPEL INTERNAL MEDICINE

EIN

20-0897697

Address

2038 ASHLEY OAKS CIR STE 102 · WESLEY CHAPEL, FL · 33544

Phone

(813) 929-3622

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

2025-06-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

CHILDRENS OASIS PEDIATRICS

CHILDRENS OASIS PEDIATRICS RETIREMENT SAVINGS PLAN

$1.6M · 6 participants

ADVANCED MINIMALLY INVASIVE SURGERY LLC

ADVANCED MINIMALLY INVASIVE SURGERY LLC SPECIAL RETIREMENT PLAN

$1.6M · 9 participants

ARIEL QUINONES, MD

ARIEL QUINONES, MD 401(K) PROFIT SHARING PLAN

$1.6M · 7 participants

LONG-TERM CARE MEDICAL GROUP, INC.

LONG-TERM CARE MEDICAL GROUP, INC. CASH BALANCE PLAN

$1.6M · 2 participants

REGIONAL EYE ASSOCIATES P A