Original filing (PDF)20231005094758NAL0021418705001

SUSAN H. WEINKLE, MD

Name: SUSAN H. WEINKLE, MD — SUSAN H. WEINKLE, MD CASH BALANCE PLAN, Form 5500 (2022)
Creator: SUSAN H. WEINKLE, MD

Form 5500-SF

FILING_RECEIVED

SUSAN H. WEINKLE, MD CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 SUSAN H. WEINKLE, MD.

Plan sponsor

Name

SUSAN H. WEINKLE, MD

EIN

59-2460141

Address

5601 21ST AVENUE W, SUITE B · BRADENTON, FL · 34209

Phone

(941) 794-5432

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-05

Pension benefit codes

1C · Cash balance or similar hybrid DB

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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