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Original filing (PDF)20250116075426NAL0012551763001
AFFILIATED SERVICES PROFIT SHARING PLAN AND TRUS
Form 5500-SF
FILING_RECEIVED
AFFILIATED SERVICES PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
Late filing · 2.0 mo
Active participants
30
Accounts w/ balance
42
Plan assets (EOY)
$22.1M
Net assets (EOY)
$22.1M
Plan health score (directional)
86
/ 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
92
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.0 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AFFILIATED SERVICES PROFIT SHARING PLAN AND TRUS.
Plan sponsor
Name
AFFILIATED SERVICES PROFIT SHARING PLAN AND TRUS
EIN
59-2955712
Address
5105 MEMORIAL HIGHWAY · TAMPA, FL · 33634
Phone
(813) 576-3600
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
2023-01-01
Tax period
2023-12-31
Filed
2025-01-16
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
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