Original filing (PDF)20240725153324NAL0014788737001

ADVANCED PEDIATRIC MANAGEMENT

Name: ADVANCED PEDIATRIC MANAGEMENT — ADVANCED PEDIATRIC MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: ADVANCED PEDIATRIC MANAGEMENT

Form 5500-SF

FILING_RECEIVED

ADVANCED PEDIATRIC MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$52K

Net assets (EOY)

$52K

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 ADVANCED PEDIATRIC MANAGEMENT.

Plan sponsor

Name

ADVANCED PEDIATRIC MANAGEMENT

EIN

27-0559716

Address

310 SW OCEAN BLVD · STUART, FL · 34994

Phone

(772) 288-6466

Industry

Outpatient Care Centers· 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

2024-07-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Outpatient Care Centers plans

ROWENA L TARZONA

ROWENA L TARZONA 401K PLAN

$52K · 103 participants

CHELSEAS HOUSE OUTPATIENT SERVICES

POWER OF RECOVERY 401(K) PLAN

$52K · 19 participants

SPEECH TIME

SPEECH TIME 401K PLAN

$52K · 7 participants

PACIFIC VISION MANAGEMENT LLC

PACIFIC VISION MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

$52K · 4 participants

LINDA A HALLMAN DDS PHD LLC

LINDA A HALLMAN DDS PHD LLC 401(K) PROFIT SHARING PLAN & TRUST

$52K · 12 participants