Original filing (PDF)20250611102639NAL0012173187001

JAMES F. CONNOR PA

Name: JAMES F. CONNOR PA — JAMES F. CONNOR PA 401(K) PLAN, Form 5500 (2024)
Creator: JAMES F. CONNOR PA

Form 5500-SF

FILING_RECEIVED

JAMES F. CONNOR PA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES F. CONNOR PA.

Plan sponsor

Name

JAMES F. CONNOR PA

EIN

59-3076573

Address

1851 OLD MOULTRIE ROAD · SUITE A · ST. AUGUSTINE, FL · 32084

Phone

(904) 824-8088

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

2025-06-11

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

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

PALMETTO OB/GYN, LLC

PALMETTO OB/GYN, LLC 401(K) PROFIT SHARING PLAN

$149K · 9 participants

BRUCE B, MCLUCAS, M.D., A PROFESSIONAL CORPORATION

BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN

$149K · 3 participants

SAN ANTONIO LUNG CENTER, PLLC

SAN ANTONIO LUNG CENTER 401(K) PLAN

$149K · 2 participants

SPECIALISTS.MAT, PSC

SPECIALISTS.MAT, PSC 401(K) PROFIT SHARING PLAN & TRUST

$149K · 9 participants

SRINIVAS R. PANJA, MD, PA