Original filing (PDF)20230901141613NAL0008767153001

DAVID W DODSON M D P A

Name: DAVID W DODSON M D P A — DAVID W DODSON M D P A 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: DAVID W DODSON M D P A

Form 5500-SF

FILING_RECEIVED

DAVID W DODSON M D P A 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$536K

Net assets (EOY)

$536K

Plan health score

/ 100

Grade A

Top-tier plan health

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID W DODSON M D P A.

Plan sponsor

Name

DAVID W DODSON M D P A

EIN

57-1151801

Address

1411 NORTH FLAGLER DR · STE 7900 · WEST PALM BEACH, FL · 33401

Phone

(561) 659-2286

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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