Original filing (PDF)20250826093205NAL0004368115001

SURGICAL CONSULTANTS OF SOUTHWEST FLORIDA, LLC

Name: SURGICAL CONSULTANTS OF SOUTHWEST FLORIDA, LLC — SURGICAL CONSULTANTS OF HOLLYWOOD, P.A. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SURGICAL CONSULTANTS OF SOUTHWEST FLORIDA, LLC

Form 5500-SF

FILING_RECEIVED

SURGICAL CONSULTANTS OF HOLLYWOOD, P.A. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 SURGICAL CONSULTANTS OF SOUTHWEST FLORIDA, LLC.

Plan sponsor

Name

SURGICAL CONSULTANTS OF SOUTHWEST FLORIDA, LLC

EIN

26-3371656

Address

4519 TILTON COURT · FORT MYERS, FL · 33907

Phone

(239) 494-8777

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

2025-08-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

THE PEDIATRIC CENTER, PLLC

THE PEDIATRIC CENTER RETIREMENT PLAN

$1.6M · 15 participants

BARNES FAMILY MEDICAL ASSOCIATES, PC

BARNES FAMILY MEDICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

$1.6M · 18 participants

MEHDI F. DERAMBAKHSH, M.D, INC.

CALIFORNIA CLINICS INC. DEFINED BENEFIT PENSION PLAN

$1.6M · 3 participants

COX FAMILY MEDICINE PLLC

COX FAMILY MEDICINE 401K PLAN

$1.6M · 11 participants

THE PEDIATRICIANS OF HYDE PARK LLC

THE PEDIATRICIANS OF HYDE PARK 401(K) PLAN