Original filing (PDF)20251015143446NAL0006444448001

PULMONARY DISEASE SPECIALISTS, P.A.

Name: PULMONARY DISEASE SPECIALISTS, P.A. — 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PULMONARY DISEASE SPECIALISTS, P.A., Form 5500 (2024)
Creator: PULMONARY DISEASE SPECIALISTS, P.A.

Form 5500-SF

FILING_RECEIVED

401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PULMONARY DISEASE SPECIALISTS, P.A.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

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 PULMONARY DISEASE SPECIALISTS, P.A..

Plan sponsor

Name

PULMONARY DISEASE SPECIALISTS, P.A.

EIN

59-2545833

Address

290 PARK PLACE BLVD · KISSIMMEE, FL · 34741

Phone

(407) 933-1221

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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