Original filing (PDF)20241015120711NAL0016326547001

CARDIOLOGY ASSOCIATES OF CHARLOTTE COUNTY, P.A.

Name: CARDIOLOGY ASSOCIATES OF CHARLOTTE COUNTY, P.A. — CARDIOLOGY ASSOCIATES OF CHARLOTTE COUNTY 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: CARDIOLOGY ASSOCIATES OF CHARLOTTE COUNTY, P.A.

Form 5500-SF

FILING_RECEIVED

CARDIOLOGY ASSOCIATES OF CHARLOTTE COUNTY 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 CARDIOLOGY ASSOCIATES OF CHARLOTTE COUNTY, P.A..

Plan sponsor

Name

CARDIOLOGY ASSOCIATES OF CHARLOTTE COUNTY, P.A.

EIN

59-2171328

Address

1504 KINGS HIGHWAY, SUITE 300 · PORT CHARLOTTE, FL · 339495156

Phone

(941) 629-9453

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator