Original filing (PDF)20250731163747NAL0002741155001

WADE W. HAN, M.D.,P.A.

Name: WADE W. HAN, M.D.,P.A. — WADE W. HAN, M.D., P.A. 401K PROFIT SHARING TRUST, Form 5500 (2024)
Creator: WADE W. HAN, M.D.,P.A.

Form 5500-SF

FILING_RECEIVED

WADE W. HAN, M.D., P.A. 401K PROFIT SHARING TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 WADE W. HAN, M.D.,P.A..

Plan sponsor

Name

WADE W. HAN, M.D.,P.A.

EIN

58-2376114

Address

3270 GREENWALD WAY N. · ORLANDO, FL · 34741

Phone

(407) 944-3340

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

2025-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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

WILLIAM E. ROUNDTREE, MD, PC

WILLIAM E. ROUNDTREE, MD, PC 401K PROFIT SHARING PLAN

$2.7M · 6 participants

ROBERT APPLEBAUM M.D. INC.

ROBERT APPLEBAUM M.D., INC. 401(K) PROFIT SHARING PLAN

$2.7M · 6 participants

NAJI EL-KHOURY, MD, PLLC

NAJI EL-KHOURY, MD, PLLC 401(K) PLAN

$2.7M · 4 participants

WON SOHN, MD, PC

WON SOHN, MD, PC CASH BALANCE PLAN

$2.7M · 3 participants

LOUISIANA FAMILY MEDICINE CLINIC

LOUISIANA FAMILY MEDICINE CLINIC 401(K) PLAN