Original filing (PDF)20240930113012NAL0005618033001

PAUL A. RODRIGUEZ D.O., P.A.

Name: PAUL A. RODRIGUEZ D.O., P.A. — PAUL A. RODRIGUEZ D.O., P.A. DEFINED BENEFIT PLAN, Form 5500 (2023)
Creator: PAUL A. RODRIGUEZ D.O., P.A.

Form 5500-SF

FILING_RECEIVED

PAUL A. RODRIGUEZ D.O., P.A. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 PAUL A. RODRIGUEZ D.O., P.A..

Plan sponsor

Name

PAUL A. RODRIGUEZ D.O., P.A.

EIN

26-3735717

Address

1821 NE 25TH STREET · SUITE 100 · LIGHTHOUSE POINT, FL · 33064

Phone

(954) 941-0484

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-30

Pension benefit codes

1A · Pay-related DB formula

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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