Original filing (PDF)20250501131152NAL0002058387001

BREVARD PHYSICIAN ASSOCIATES, PLLC

Name: BREVARD PHYSICIAN ASSOCIATES, PLLC — BREVARD PHYSICIAN ASSOCIATES, PLLC MARKET BASED CASH BALANCE PLAN, Form 5500 (2023)
Creator: BREVARD PHYSICIAN ASSOCIATES, PLLC

Form 5500

FILING_RECEIVED

BREVARD PHYSICIAN ASSOCIATES, PLLC MARKET BASED CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 5.5 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 5.5 months past the 10.5-month grace window.

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 BREVARD PHYSICIAN ASSOCIATES, PLLC.

Plan sponsor

Name

BREVARD PHYSICIAN ASSOCIATES, PLLC

EIN

46-2439952

Address

1775 W. HIBISCUS BLVD · SUITE 215 · MELBOURNE, FL · 32901

Phone

(321) 837-3828

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-05-01

Pension benefit codes

3H · Sponsor in controlled / affiliated group

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
FIAM 30/70 POOL CL B FID INST ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 137	Common Collective Trust	$0	—

1–1 of 1

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