Original filing (PDF)20250620100832NAL0003816401001

SUMA & DURGA, P.A.

Name: SUMA & DURGA, P.A. — SUMA & DURGA, P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SUMA & DURGA, P.A.

Form 5500-SF

FILING_RECEIVED

SUMA & DURGA, P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 SUMA & DURGA, P.A..

Plan sponsor

Name

SUMA & DURGA, P.A.

EIN

26-4457213

Address

4354 DUCK DOWN LANE · WINTER HAVEN, FL · 338843293

Phone

(863) 353-1394

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

2025-06-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

MARK LONSTEIN, MD, PA

MARK LONSTEIN, MD, PA 401(K) PLAN

$2.0M · 4 participants

DANIEL WEISSBLUTH, M.D., S.C.

DANIEL WEISSBLUTH, M.D., S.C. PROFIT SHARING PLAN

$2.0M · 44 participants

CENTER FOR WEIGHT LOSS SURGERY, PLLC

CENTER FOR WEIGHT LOSS SURGERY 401(K) PLAN

$2.0M · 11 participants

PREMIERE PEDIATRICS, P.C.

PREMIERE PEDIATRICS, P.C. CASH BALANCE PENSION PLAN

$2.0M · 15 participants

DR. GAVINI MEDICAL INC.

GAVINI PROFIT SHARING PLAN