· 2022–2024 · DOL EFAST2

POTU Cardiology PL — POTU Cardiology PL Profit, Form 5500 (2025)

Original filing (PDF)20260702112009NAL0025477858002

POTU Cardiology PL

Form 5500-SF

FILING_RECEIVED

POTU Cardiology PL Profit Sharing Plan

Defined-contribution retirement plan · POTU Cardiology PL's POTU Cardiology PL Profit Sharing Plan held $320K in plan assets for 3 participants in 2025.

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$320K

Net assets (EOY)

$320K

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

85

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

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

003

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

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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