Original filing (PDF)20251009124725NAL0003919699001

ANNE G. TYSON

Name: ANNE G. TYSON — ANNE G. TYSON PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: ANNE G. TYSON

Form 5500-SF

FILING_RECEIVED

ANNE G. TYSON PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 ANNE G. TYSON.

Plan sponsor

Name

ANNE G. TYSON

EIN

56-1427882

Address

1325 EASTON DRIVE · LAKELAND, FL · 338032335

Phone

(863) 370-7492

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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

DR. JENNIFER H.W. KAO-A SOLE PROPRIETOR

DR. JENNIFER H.W. KAO-A SOLE PROPRIETOR PROFIT SHARING PLAN

$3.3M · 6 participants

PERFUSION MANAGEMENT GROUP, LTD

PERFUSION MANAGEMENT GROUP, LTD 401(K) PROFIT SHARING PLAN

$3.3M · 8 participants

MATTHEW J. ROWLEY, M.D., P.A.

MATTHEW J. ROWLEY, M.D., P.A. CASH BALANCE PLAN

$3.3M · 7 participants

DOUGLAS MONASEBIAN MD DMD FACS PLLC

DOUGLAS M. MONASEBIAN MD DMD FACS PLLC 401(K) PLAN

$3.3M · 3 participants

NEUROLOGY AND NEUROSURGERY ASSOCIATES, P.A.