Original filing (PDF)20260114144236NAL0006403027001

BRETT W. BECKMAN, DVM, FAVD, DAVDC, DAAPM, P.A.

Name: BRETT W. BECKMAN, DVM, FAVD, DAVDC, DAAPM, P.A. — BRETT W. BECKMAN, DVM RETIREMENT PLAN, Form 5500 (2024)
Creator: BRETT W. BECKMAN, DVM, FAVD, DAVDC, DAAPM, P.A.

Form 5500-SF

FILING_RECEIVED

BRETT W. BECKMAN, DVM RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 BRETT W. BECKMAN, DVM, FAVD, DAVDC, DAAPM, P.A..

Plan sponsor

Name

BRETT W. BECKMAN, DVM, FAVD, DAVDC, DAAPM, P.A.

EIN

26-0629351

Address

225 WAYMONT COURT · SUITE 111 · LAKE MARY, FL · 32746

Phone

(941) 286-9617

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-12-01

Tax period

2025-11-30

Filed

2026-01-14

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1E · Section 401(h) arrangement

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

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