Original filing (PDF)20250226135122NAL0000464755001

JEFFREY WISNICKI, MD, PA

Name: JEFFREY WISNICKI, MD, PA — JEFFREY WISNICKI, MD, PA 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JEFFREY WISNICKI, MD, PA

Form 5500-SF

FILING_RECEIVED

JEFFREY WISNICKI, MD, PA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 JEFFREY WISNICKI, MD, PA.

Plan sponsor

Name

JEFFREY WISNICKI, MD, PA

EIN

59-2693915

Address

13005 SOUTHERN BOULEVARD · PALMS WEST MEDICAL MALL ONE #133 · LOXAHATCHEE, FL · 33470

Phone

(561) 798-1400

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-02-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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