Original filing (PDF)20250723113518NAL0001844755001

POTU CARDIOLOGY PL

Name: POTU CARDIOLOGY PL — POTU CARDIOLOGY PL PROFIT SHARING PLAN, Form 5500 (2024)
Creator: POTU CARDIOLOGY PL

Form 5500-SF

FILING_RECEIVED

POTU CARDIOLOGY PL PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$256K

Net assets (EOY)

$256K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

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 Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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