How big is Luis Penate, M.D., P.A.'s plan?

Luis Penate, M.D., P.A.'s plan reported $1.3M in assets and 78 participants for 2024.

Original filing (PDF)20250904140020NAL0009772771001

Luis Penate, M.D., P.A.

Name: Luis Penate, M.D., P.A. — Luis Penate, MD, PA Profit, Form 5500 (2024)
Creator: Luis Penate, M.D., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Luis Penate, MD, PA Profit Sharing Plan

401(k) retirement plan · Luis Penate, M.D., P.A.'s Luis Penate, MD, PA Profit Sharing Plan held $1.3M in plan assets for 78 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Luis Penate, M.D., P.A.'s EIN is 51-0597734.

EIN 51-0597734

Plan number 001

Plan year 2024

ACK ID 20250904140020NAL0009772771001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Luis Penate, M.D., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Luis Penate, M.D., P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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Plan health score

Above-average plan

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