· 2022–2024 · DOL EFAST2

ROBERT C. WADE & ASSOCIATES, P.A. — ROBERT C. WADE & ASSOCIATES PA 401K PROFIT SHARING PLAN, Form 5500 (2023)

Original filing (PDF)20241218022555NAL0003281665001

ROBERT C. WADE & ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

ROBERT C. WADE & ASSOCIATES PA 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT C. WADE & ASSOCIATES, P.A..

Plan sponsor

Name

ROBERT C. WADE & ASSOCIATES, P.A.

EIN

59-2128700all filings

Address

10080 SW 66 STREET · MIAMI, FL · 33173

Phone

(305) 323-1550

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-10-01

Tax period

2024-11-30

Filed

2024-12-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2K · 401(m) arrangement

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

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