Original filing (PDF)20241112114332NAL0026392880001

DR. DANIEL B. SEFF, D.O., P.A.

Name: DR. DANIEL B. SEFF, D.O., P.A. — DR. DANIEL B. SEFF, D.O., P.A. 401(K) PLAN, Form 5500 (2023)
Creator: DR. DANIEL B. SEFF, D.O., P.A.

Form 5500-SF

FILING_RECEIVED

DR. DANIEL B. SEFF, D.O., P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 DR. DANIEL B. SEFF, D.O., P.A..

Plan sponsor

Name

DR. DANIEL B. SEFF, D.O., P.A.

EIN

59-2477209

Address

3290 SUNSET VALLEY CT · LONGWOOD, FL · 32779

Phone

(407) 247-6549

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-08-31

Filed

2024-11-12

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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