Original filing (PDF)20240501141413NAL0027202978001

PEDRO A. ESPAT AND ROBERTA S. ROSE

Name: PEDRO A. ESPAT AND ROBERTA S. ROSE — PEDRO A. ESPAT D.O. & ROBERTA S. ROSE, D.O. 401K PLAN, Form 5500 (2023)
Creator: PEDRO A. ESPAT AND ROBERTA S. ROSE

Form 5500-SF

FILING_RECEIVED

PEDRO A. ESPAT D.O. & ROBERTA S. ROSE, D.O. 401K PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 PEDRO A. ESPAT AND ROBERTA S. ROSE.

Plan sponsor

Name

PEDRO A. ESPAT AND ROBERTA S. ROSE

EIN

31-1226826

Address

13000 US HWY 1 · SEBASTIAN, FL · 329588309

Phone

(772) 778-5100

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

PEDRO A. ESPAT

EIN

31-1226826

City

SEBASTIAN, FL

Phone

(772) 778-5100

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-01

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

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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