How big is Zerbo Spine, P.A.'s plan?

Zerbo Spine, P.A.'s plan reported $3.1M in assets and 8 participants for 2023.

Original filing (PDF)20240626074850NAL0017926386001

Zerbo Spine, P.A.

Name: Zerbo Spine, P.A. — Zerbo Spine, P.A. 401(k) PS Plan, Form 5500 (2023)
Creator: Zerbo Spine, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zerbo Spine, P.A. 401(k) PS Plan

401(k) retirement plan · Zerbo Spine, P.A.'s Zerbo Spine, P.A. 401(k) PS Plan held $3.1M in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Joseph R. Zerbo, DO signed Zerbo Spine, P.A.'s 2023 Form 5500 as plan administrator.

Joseph R. Zerbo, DO — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Zerbo Spine, P.A.'s EIN is 20-5558784.

EIN 20-5558784

Plan number 001

Plan year 2023

ACK ID 20240626074850NAL0017926386001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Zerbo Spine, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Zerbo Spine, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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