Original filing (PDF)20251007092139NAL0002540659001

CYNTHIA G. GAVIN, PA

Name: CYNTHIA G. GAVIN, PA — CYNTHIA G. GAVIN, PA RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: CYNTHIA G. GAVIN, PA

Form 5500-SF

FILING_RECEIVED

CYNTHIA G. GAVIN, PA RETIREMENT PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$331K

Net assets (EOY)

$331K

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

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.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CYNTHIA G. GAVIN, PA.

Plan sponsor

Name

CYNTHIA G. GAVIN, PA

EIN

26-2179192

Address

12646 SAN JOSE BOULEVARD · JACKSONVILLE, FL · 32223

Phone

(904) 465-3397

Industry

Real Estatesee 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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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 Real Estate plans

RED FOX REALTY CORP

RED FOX REALTY CORP 401(K) AND PROFIT SHARING PLAN

$330K · 3 participants

BURGESS COMMERCIAL REAL ESTATE, INC.

BURGESS COMMERCIAL REAL ESTATE 401(K) PLAN

$330K · 5 participants

MARIN ASSOCIATION OF REALTORS, INC.

MARIN ASSOCIATION OF REALTORS, INC. 401(K) PROFIT SHARING PLAN

$330K · 3 participants

SLAM 3, INC.

SLAM 3, INC. PROFIT SHARING PLAN

$330K · 2 participants

HAUGE REAL ESTATE, PC DBA LEGACY REAL ESTATE

LEGACY REAL ESTATE 401(K) PLAN