Original filing (PDF)20230421153753NAL0004919329001

SIEVERT CLINIC LLC

Name: SIEVERT CLINIC LLC — SIEVERT CLINIC LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: SIEVERT CLINIC LLC

Form 5500-SF

FILING_RECEIVED

SIEVERT CLINIC LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIEVERT CLINIC LLC.

Plan sponsor

Name

SIEVERT CLINIC LLC

EIN

59-2129241

Address

3880 COLONIAL BLVD STE 1A · FORT MYERS, FL · 339661062

Phone

(239) 936-1233

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

2023-04-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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