Original filing (PDF)20230707133335NAL0010649795001

GERARD H HUBBELL PA

Name: GERARD H HUBBELL PA — GERARD H HUBBELL OD PA 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: GERARD H HUBBELL PA

Form 5500-SF

FILING_RECEIVED

GERARD H HUBBELL OD PA 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

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

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 GERARD H HUBBELL PA.

Plan sponsor

Name

GERARD H HUBBELL PA

EIN

59-1969418all filings

Address

924 S FLORIDA AVE · LAKELAND, FL · 33803

Phone

(863) 688-6197

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

2023-07-07

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

Related plans

Similar-size Health Care & Social Assistance plans

RSS OPTOMETRY, LLC

RSS OPTOMETRY, LLC 401(K) PROFIT SHARING PLAN AND TRUST

$18K · 7 participants

JEREMY ENSOR OD

JEREMY ENSOR OD 401(K) PROFIT SHARING PLAN

$18K · 8 participants

EYE SEA OPTOMETRY APC

EYE SEA OPTOMETRY, APC 401K

$18K · 1 participants

BREL CLARK O.D. P.C.

DR. BREL CLARK 401(K) PLAN

$18K · 5 participants

ANNESSA DU, O.D., A PROFESSIONAL CORPORATION

ANNESSA DU, O.D., A PROFESSIONAL CORPORATION 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.