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JOSHUA A. HALPERN, M.D., P.A., PROFIT SHARING PLAN — Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251012205106NAL0000176595001
JOSHUA A. HALPERN, M.D., P.A., PROFIT SHARING PLAN
Form 5500-SF
FILING_RECEIVED
JOSHUA A. HALPERN, M.D., P.A., PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
12
Accounts w/ balance
12
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JOSHUA A. HALPERN, M.D., P.A., PROFIT SHARING PLAN
.
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Plan sponsor
Name
JOSHUA A. HALPERN, M.D., P.A., PROFIT SHARING PLAN
EIN
59-3112723
Address
PO BOX 46186 · TAMPA, FL · 336460102
Phone
(813) 872-2696
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-10-12
Pension benefit codes
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
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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.
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