Original filing (PDF)20250307143945NAL0018754512001

PHILIP E. DEBERARD, III, P.A.

Name: PHILIP E. DEBERARD, III, P.A. — PHILIP E. DEBERARD, III, P.A. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: PHILIP E. DEBERARD, III, P.A.

Form 5500-SF

FILING_RECEIVED

PHILIP E. DEBERARD, III, P.A. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$413K

Net assets (EOY)

$413K

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 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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILIP E. DEBERARD, III, P.A..

Plan sponsor

Name

PHILIP E. DEBERARD, III, P.A.

EIN

59-2305688all filings

Address

215 SW FEDERAL HWY SUITE 300 · STUART, FL · 34994

Phone

(772) 286-1000

Industry