Original filing (PDF)20260112080731NAL0013046593001

DR. JOSE J. POZO, PA

Name: DR. JOSE J. POZO, PA — DR. JOSE J. POZO, PA 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: DR. JOSE J. POZO, PA

Form 5500-SF

FILING_RECEIVED

DR. JOSE J. POZO, PA 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

Late filing · 1.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR. JOSE J. POZO, PA.

Plan sponsor

Name

DR. JOSE J. POZO, PA

EIN

20-1351252

Address

7389 RESERVE CREEK DRIVE · PORT ST. LUCIE, FL · 34986

Phone

(772) 878-5057

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

2026-01-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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