Original filing (PDF)20250619081440NAL0007618226001

STEVEN KNEZEVICH, M. D. , P. A.

Name: STEVEN KNEZEVICH, M. D. , P. A. — NORTHSIDE ORTHOPAEDICS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STEVEN KNEZEVICH, M. D. , P. A.

Form 5500-SF

FILING_RECEIVED

NORTHSIDE ORTHOPAEDICS PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 STEVEN KNEZEVICH, M. D. , P. A..

Plan sponsor

Name

STEVEN KNEZEVICH, M. D. , P. A.

EIN

59-3072246

Address

3820 NORTHDALE BOULEVARD · SUITE 105A · TAMPA, FL · 33624

Phone

(813) 960-5009

Industry

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

2025-06-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

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