Original filing (PDF)20250627082408NAL0009589297001

MOSTAFAVI, M.D., P.A.

Name: MOSTAFAVI, M.D., P.A. — MOSTAFAVI, M.D., P.A. CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: MOSTAFAVI, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

MOSTAFAVI, M.D., P.A. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOSTAFAVI, M.D., P.A..

Plan sponsor

Name

MOSTAFAVI, M.D., P.A.

EIN

20-8454504

Address

1295 LANDS END ROAD · MANALAPAN, FL · 33462

Phone

(561) 424-5004

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-27

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

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

Related plans

Similar-size Offices of Physicians plans

NEUROLOGICAL ASSOC. OF WASHINGTON

NEUROLOGICAL ASSOC. OF WASHINGTON 401(K) PROFIT SHARING PLAN

$1.2M · 17 participants

ANDERSON AREA CANCER CENTER

AACC 401(K) PLAN

$1.2M · 56 participants

RAFAELA G. HERNANDEZ, M.D., CHARTERED

RAFAELA G. HERNANDEZ, M.D., CHARTERED 401(K) PROFIT SHARING PLAN

$1.2M · 6 participants

CANTERBURY WOMEN'S HEALTH CARE MEDICAL GROUP, INC.

CANTERBURY WOMEN'S HEALTH CARE MEDICAL GROUP, INC. PROFIT SHARING PLAN

$1.2M · 4 participants

SHAFER SURGICAL LLC