Original filing (PDF)20230214135301NAL0047540272001

POTU Cardiology PL

Name: POTU Cardiology PL — POTU Cardiology, PL Cash, Form 5500 (2022)
Creator: POTU Cardiology PL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

POTU Cardiology, PL Cash Balance Plan

Defined-benefit pension plan · POTU Cardiology PL's POTU Cardiology, PL Cash Balance Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POTU CARDIOLOGY PL.

Plan sponsor

Name

POTU CARDIOLOGY PL

EIN

45-3675596all filings

Address

6122 W CORPORATE OAKS DRIVE · CRYSTAL RIVER, FL · 34429

Phone

(352) 228-8429

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-11-30

Filed

2023-02-14

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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