Original filing (PDF)20251015222322NAL0003052691001

Philip M. Gerson, P.A.

Name: Philip M. Gerson, P.A. — Philip M. Gerson, P.A., Form 5500 (2024)
Creator: Philip M. Gerson, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Philip M. Gerson, P.A. Profit Sharing Plan

401(k) retirement plan · Philip M. Gerson, P.A.'s Philip M. Gerson, P.A. Profit Sharing Plan held $1.4M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.3M

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILIP M. GERSON, P.A..

Plan sponsor

Name

PHILIP M. GERSON, P.A.

EIN

59-1530869all filings

Address

1980 CORAL WAY · MIAMI, FL · 33145

Phone

(305) 371-6000

Industry