Original filing (PDF)20250618150647NAL0002589729001

SUSAN F. WILLIAMS, MD, PA

Name: SUSAN F. WILLIAMS, MD, PA — SUSAN F. WILLIAMS, MD PA 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SUSAN F. WILLIAMS, MD, PA

Form 5500-SF

FILING_RECEIVED

SUSAN F. WILLIAMS, MD PA 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score

/ 100

Grade A

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUSAN F. WILLIAMS, MD, PA.

Plan sponsor

Name

SUSAN F. WILLIAMS, MD, PA

EIN

20-2939989

Address

17928 TOLEDO BLADE BLVD · PORT CHARLOTTE, FL · 339481021

Phone

(941) 624-6007

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

2025-06-18

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

2K · 401(m) arrangement

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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