Original filing (PDF)20250905070251NAL0016875025001

LEBEAU CLINIC

Name: LEBEAU CLINIC — LEBEAU CLINIC CASH BALANCE PLAN, Form 5500 (2024)
Creator: LEBEAU CLINIC

Form 5500-SF

FILING_RECEIVED

LEBEAU CLINIC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$650K

Net assets (EOY)

$650K

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 LEBEAU CLINIC.

Plan sponsor

Name

LEBEAU CLINIC

EIN

46-2337922

Address

1020 N PALAFOX ST · PENSACOLA, FL · 32501

Phone

(850) 308-1738

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

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

Related plans

Similar-size Offices of Physicians plans

JDOC LLC

JDOC LLC CASH BALANCE PLAN

$650K · 7 participants

IMEX, INC.

IMEX, INC. PENSION PLAN AND TRUST

$650K · 6 participants

CATHERINE F. VANDERLOOS, M.D. AMC

CATHERINE F. VANDERLOOS, M.D. AMC PROFIT SHARING PLAN

$650K · 3 participants

SAMARJIT SINGH M.D., INC.

SAMARJIT SINGH M.D., INC. 401(K) PROFIT SHARING PLAN

$650K · 4 participants

VAROL S. TOGAY, M.D., INC.

VAROL S. TOGAY, M.D., INC. PROFIT SHARING PLAN

$650K · 3 participants