Original filing (PDF)20250822113134NAL0005086817001

SOFFER HEART INSTITUTE

Name: SOFFER HEART INSTITUTE — SOFFER HEART INSTITUTE - 401(K) PLAN, Form 5500 (2024)
Creator: SOFFER HEART INSTITUTE

Form 5500-SF

FILING_RECEIVED

SOFFER HEART INSTITUTE - 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$827K

Net assets (EOY)

$827K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOFFER HEART INSTITUTE.

Plan sponsor

Name

SOFFER HEART INSTITUTE

EIN

26-3867908all filings

Address

21550 BISCAYNE BLVD #133 · AVENTURA, FL · 33180

Phone

(305) 792-0555

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

2025-08-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

OSCAR LINARES, M. D., P. C.

OSCAR LINARES, M. D., P. C. 401(K) PROFIT SHARING PLAN

$827K · 8 participants

NORTH SUBURBAN MEDICAL OFFICE, LTD.

NORTH SUBURBAN MEDICAL OFFICE, LTD. 401(K) PLAN & TRUST

$827K · 4 participants

PABLO PAZMINO MD, INC.

PABLO PAZMINO MD, INC. 401(K) PLAN

$827K · 3 participants

JOHN F. DOMBROWSKI M.D., PC

JOHN F. DOMBROWSKI M.D., PC CASH BALANCE PENSION PLAN

$827K · 2 participants

LINDGREN FUNCTIONAL MEDICINE

LINDGREN FUNCTIONAL MEDICINE RETIREMENT SAVINGS PLAN

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