Original filing (PDF)20250709104104NAL0007984944001

KATHLEEN P SOE DO DERMATOLOGY

Name: KATHLEEN P SOE DO DERMATOLOGY — KATHLEEN P SOE DO DERMATOLOGY 401K PROFIT SHARING PLAN AND TRU, Form 5500 (2024)
Creator: KATHLEEN P SOE DO DERMATOLOGY

Form 5500-SF

FILING_RECEIVED

KATHLEEN P SOE DO DERMATOLOGY 401K PROFIT SHARING PLAN AND TRU

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 KATHLEEN P SOE DO DERMATOLOGY.

Plan sponsor

Name

KATHLEEN P SOE DO DERMATOLOGY

EIN

55-0841666

Address

725 VIRGIN ST · DUNEDIN, FL · 34698

Phone

(727) 734-4551

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

2025-07-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

UPTOWN PROVIDERS PC

UPTOWN PROVIDERS PC 401(K) PLAN

$2.5M · 76 participants

SOUTHERN CRESCENT NEPHROLOGY, PC

SOUTHERN CRESCENT 401(K) PLAN

$2.5M · 6 participants

COSMETIC LASER CENTER, LLC

COSMETIC LASER CENTER, LLC CASH BALANCE PENSION PLAN

$2.5M · 11 participants

FOCUS EYE GROUP PC

FOCUS EYE GROUP PC 401(K) PROFIT SHARING PLAN & TRUST

$2.5M · 30 participants

JOHN M SARBAK, MD, PA

DR. JOHN SARBAK 401(K) PLAN

$2.5M · 12 participants