Original filing (PDF)20250819092817NAL0003551824001

MARIA LOURDES P. BURGOS, M.D.

Name: MARIA LOURDES P. BURGOS, M.D. — MARIA LOURDES P. BURGOS, M.D. 401(K) PLAN, Form 5500 (2024)
Creator: MARIA LOURDES P. BURGOS, M.D.

Form 5500-SF

FILING_RECEIVED

MARIA LOURDES P. BURGOS, M.D. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARIA LOURDES P. BURGOS, M.D..

Plan sponsor

Name

MARIA LOURDES P. BURGOS, M.D.

EIN

59-2963872

Address

820 EAST ORANGE AVENUE · EUSTIS, FL · 32726

Phone

(352) 589-1999

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-19

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

THIRD AVENUE PEDIATRICS CARE P. C.

THIRD AVENUE PEDIATRICS CARE P C RETIREMENT PLAN

$2.1M · 6 participants

BETSY BEERS MD PA

BETSY BEERS MD PA 401(K) PROFIT SHARING PLAN & TRUST

$2.1M · 13 participants

KATY INTERNISTS, M.D., P.A.

KATY INTERNISTS, M.D., P.A. 401(K) PLAN

$2.1M · 6 participants

OMAR TIRMIZI, M.D., A PROFESSIONAL CORPORATION

OMAR TIRIMIZI, M.D., A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

$2.1M · 6 participants

NORTH BAY PEDIATRICS