Original filing (PDF)20251001113111NAL0017742307001

JAMES P. BARTEK, M.D., P.L.

Name: JAMES P. BARTEK, M.D., P.L. — JAMES P. BARTEK, M.D., P.L. RETIREMENT PLAN, Form 5500 (2024)
Creator: JAMES P. BARTEK, M.D., P.L.

Form 5500-SF

FILING_RECEIVED

JAMES P. BARTEK, M.D., P.L. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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 JAMES P. BARTEK, M.D., P.L..

Plan sponsor

Name

JAMES P. BARTEK, M.D., P.L.

EIN

51-0502626

Address

2525 HARBOR BLVD., SUITE 201B · PORT CHARLOTTE, FL · 339525338

Phone

(941) 625-4357

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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