Original filing (PDF)20240322094342NAL0006005361001

PATRICK V. GRAHAM, MD, PA

Name: PATRICK V. GRAHAM, MD, PA — PATRICK V. GRAHAM, MD, PA PROFIT SHARING PLAN, Form 5500 (2023)
Creator: PATRICK V. GRAHAM, MD, PA

Form 5500-SF

FILING_RECEIVED

PATRICK V. GRAHAM, MD, PA PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$90K

Net assets (EOY)

$90K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATRICK V. GRAHAM, MD, PA.

Plan sponsor

Name

PATRICK V. GRAHAM, MD, PA

EIN

59-2568381

Address

628 SE 5TH STREET, UNIT 1 · DELRAY BEACH, FL · 33483

Phone

(561) 750-5535

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-03-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Related plans

Similar-size Offices of Physicians plans

INTERNIST ASSOCIATES OF TEXAS

INTERNIST ASSOCIATES OF TEXAS PROFIT SHARING PLAN

$90K · 7 participants

SETAL RANA, M.D.P.A.

SETAL RANA, M.D.P.A. PROFIT SHARING PLAN

$90K · 4 participants

KOWALSKI SURGICAL CENTER, LLC

KOWALSKI SURGICAL CENTER, LLC 401(K) PLAN

$89K · 2 participants

EDWARD SAMOURJIAN MEDICAL CORPORATION, INC.

EDWARD SAMOURJIAN MEDICAL CORPORATION, INC. 401(K) PROFIT SHARING PLAN

$89K · 6 participants

JEFF TOLL MD, INC.

JEFF TOLL MD INC. PROFIT SHARING PLAN