Original filing (PDF)20250226142254NAL0001987024001

BOCA GRANDE HEALTH CLINIC, INC.

Name: BOCA GRANDE HEALTH CLINIC, INC. — BOCA GRANDE HEALTH CLINIC 401(K) PLAN, Form 5500 (2023)
Creator: BOCA GRANDE HEALTH CLINIC, INC.

Form 5500-SF

FILING_RECEIVED

BOCA GRANDE HEALTH CLINIC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$819K

Net assets (EOY)

$819K

Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOCA GRANDE HEALTH CLINIC, INC..

Plan sponsor

Name

BOCA GRANDE HEALTH CLINIC, INC.

EIN

59-0966089

Address

PO BOX 517 · BOCA GRANDE, FL · 33921

Phone

(941) 964-2276

Industry

Outpatient Care Centers· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-02-26

Pension benefit codes

2E · Profit-sharing

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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