Original filing (PDF)20250716084401NAL0002895921001

WILLIAM T. MCKENZIE, MD, PA

Name: WILLIAM T. MCKENZIE, MD, PA — WILLIAM T. MCKENZIE, MD PA 401K PLAN, Form 5500 (2024)
Creator: WILLIAM T. MCKENZIE, MD, PA

Form 5500-SF

FILING_RECEIVED

WILLIAM T. MCKENZIE, MD PA 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$605K

Net assets (EOY)

$605K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM T. MCKENZIE, MD, PA.

Plan sponsor

Name

WILLIAM T. MCKENZIE, MD, PA

EIN

20-5229770

Address

1397 JENKS AVE STE 1 · PANAMA CITY, FL · 32401

Phone

(850) 522-5864

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

2025-07-16

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

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