Original filing (PDF)20250904140020NAL0009772771001

LUIS PENATE, M.D., P.A.

Name: LUIS PENATE, M.D., P.A. — LUIS PENATE, MD, PA PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LUIS PENATE, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

LUIS PENATE, MD, PA PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 LUIS PENATE, M.D., P.A..

Plan sponsor

Name

LUIS PENATE, M.D., P.A.

EIN

51-0597734

Address

8200 SW 117 AVE, SUITE 112 · MIAMI, FL · 33183

Phone

(305) 596-7432

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

2025-09-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

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

THE EYE CENTER LLC

THE EYE CENTER, LLC CASH BALANCE PLAN

$1.3M · 4 participants

CONTACT LENS CENTERS, INC.

CONTACT CENTERS, INC. 401(K) PLAN

$1.3M · 13 participants

PEDIATRIC GROUP OF HONOLULU, LLP

PEDIATRIC GROUP OF HONOLULU, LLP 401K RETIREMENT SAVINGS PLAN

$1.3M · 3 participants

DARREN ARNECKE, M.D. PA

DARREN ARNECKE M. D. 401(K) PLAN AND TRUST

$1.3M · 8 participants

PULMONARY AND SLEEP SPECIALISTS OF SOUTHERN WESTCHESTER, LLC

PULMONARY AND SLEEP SPECIALISTS OF SOUTHERN WESTCHESTER, LLC PROFIT SHARING PLAN