Original filing (PDF)20250720110011NAL0000766514001

JOSE R. ROCA, M.D., P.A.

Name: JOSE R. ROCA, M.D., P.A. — JOSE R. ROCA, M.D., P.A., PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOSE R. ROCA, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

JOSE R. ROCA, M.D., P.A., PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$747K

Net assets (EOY)

$747K

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.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSE R. ROCA, M.D., P.A..

Plan sponsor

Name

JOSE R. ROCA, M.D., P.A.

EIN

59-3044844all filings

Address

PO BOX 1576 · TARPON SPRINGS, FL · 34688

Phone

(727) 939-1737

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

2025-07-20

Pension benefit codes

2H · Partial participant-directed accounts

2E · Profit-sharing

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

FIRST PEDIATRICS MEDICAL GROUP, INC.

FIRST PEDIATRICS MEDICAL GROUP, INC. , 401(K) PLAN

$747K · 4 participants

FAMILY CARE ASSOCIATES, LTD.

FAMILY CARE ASSOCIATES, LTD. PROFIT SHARING PLAN

$747K · 9 participants

NEOFITOS STEFANIDES, M.D., P.C.

NEOFITOS STEFANIDES MD PC CASH BALANCE PLAN

$747K · 14 participants

CARDIOLOGIA Y ALGO MAS, INC.

CARDIOLOGIA Y ALGO MAS, INC. RETIREMENT PLAN

$747K · 8 participants

WILLIAM D. STINSON

WILLIAM D. STINSON, M.D. 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.