· 2022–2024 · DOL EFAST2

MARGARITA M. VENDRELL, M.D., P.A. — MARGARITA M. VENDRELL, M.D., P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20251002132200NAL0000553281001

MARGARITA M. VENDRELL, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

MARGARITA M. VENDRELL, M.D., P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

4

Accounts w/ balance

2

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

Plan health score

Above-average plan

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

41

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

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 MARGARITA M. VENDRELL, M.D., P.A..

Plan sponsor

Name

MARGARITA M. VENDRELL, M.D., P.A.

EIN

26-1317065all filings

Address

12276 SAN JOSE BOULEVARD · SUITE 608 · JACKSONVILLE, FL · 32223

Phone

(904) 446-9205

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

2025-10-02

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) 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

Related plans

Similar-size Offices of Physicians plans

TAITANO FAMILIA, PLLC

TAITANO FAMILIA, PLLC 401(K) PLAN

$27K · 2 participants

CLEARWATER MEDICAL GROUP

CLEARWATER MEDICAL GROUP 401(K) PLAN

$27K · 4 participants

CESAR A SIERRA MD LLC

CESAR A SIERRA MD LLC

$27K · 4 participants

JONATHAN REDMON MD PA

JONATHAN REDMON 401(K) PLAN

$27K · 1 participants

RECONSTRUCTED WELLNESS, LLC

RECONSTRUCTED WELLNESS 401(K) RETIREMENT SAVINGS PLAN

$27K · 8 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.