Original filing (PDF)20240109092340NAL0011001888001

REGAN ATWOOD P.A.

Name: REGAN ATWOOD P.A. — REGAN ATWOOD P.A. CASH BALANCE PENSION PLAN, Form 5500 (2023)
Creator: REGAN ATWOOD P.A.

Form 5500-SF

FILING_RECEIVED

REGAN ATWOOD P.A. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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 REGAN ATWOOD P.A..

Plan sponsor

Name

REGAN ATWOOD P.A.

EIN

20-3826262all filings

Address

9905 ST. AUGUSTINE ROAD,STE. 400 · JACKSONVILLE, FL · 32257

Phone

(904) 356-1300

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-01-09

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

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