Original filing (PDF)20251002100943NAL0000248691001

MARK F. HARPER, MD, PL

Name: MARK F. HARPER, MD, PL — MARK F. HARPER, MD, PL 401(K) PLAN, Form 5500 (2024)
Creator: MARK F. HARPER, MD, PL

Form 5500-SF

FILING_RECEIVED

MARK F. HARPER, MD, PL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 MARK F. HARPER, MD, PL.

Plan sponsor

Name

MARK F. HARPER, MD, PL

EIN

26-3519223

Address

1300 THICKET LANE · SARASOTA, FL · 34240

Phone

(941) 923-4108

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

EAST BAY NEUROLOGY, INC.

EAST BAY NEUROLOGY, INC. DEFINED BENEFIT PLAN

$1.3M · 15 participants

LEO TREYZON M.D., INC.

LEO TREYZON M.D., INC. 401(K) PROFIT SHARING PLAN AND TRUST

$1.3M · 3 participants

ADVANCED PLASTIC SURGERY, P.C.

ADVANCED PLASTIC SURGERY, P.C. 401(K) PLAN

$1.3M · 8 participants

SHAUN S. DANESHRAD, M.D., A MEDICAL CORPORATION

SHAUN S. DANESHRAD, M.D. A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN

$1.3M · 4 participants

VALLEY PATHOLOGY, LLC