· 2022–2024 · DOL EFAST2

Jellinger & Lerman, M.D., LLC — Jellinger & Lerman, Form 5500 (2024)

Original filing (PDF)20250321093026NAL0012023744001

Jellinger & Lerman, M.D., LLC

Form 5500-SF

FILING_RECEIVED

Jellinger & Lerman, M.D., P.A. Profit Sharing Plan Restatement

401(k) retirement plan · Jellinger & Lerman, M.D., LLC's Jellinger & Lerman, M.D., P.A. Profit Sharing Plan Restatement held $1.3M in plan assets for 17 participants in 2024.

Active participants

17

Accounts w/ balance

12

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score

Above-average plan

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

41

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

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 JELLINGER & LERMAN, M.D., LLC.

Plan sponsor

Name

JELLINGER & LERMAN, M.D., LLC

EIN

59-1681317all filings

Address

3107 STIRLING ROAD · SUITE 300 · FORT LAUDERDALE, FL · 333128500

Phone

(954) 963-7100

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-03-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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