Original filing (PDF)20251009180504NAL0016236162001

NORTHEAST FLORIDA ENDOCRINE & DIABETES ASSOCIATION, P.A.

Name: NORTHEAST FLORIDA ENDOCRINE & DIABETES ASSOCIATION, P.A. — NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: NORTHEAST FLORIDA ENDOCRINE & DIABETES ASSOCIATION, P.A.

Form 5500-SF

FILING_RECEIVED

NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

193

Accounts w/ balance

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHEAST FLORIDA ENDOCRINE & DIABETES ASSOCIATION, P.A..

Plan sponsor

Name

NORTHEAST FLORIDA ENDOCRINE & DIABETES ASSOCIATION, P.A.

EIN

59-3114490

Address

915 W. MONROE ST, SUITE 200 · JACKSONVILLE, FL · 32204

Phone

(904) 384-2240

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

RESPIRATORY SPECIALISTS, LTD.

RESPIRATORY SPECIALISTS 401(K) PROFIT SHARING PLAN

$11.2M · 68 participants

TRINITAS ANESTHESIA ASSOCIATES, LLC

TRINITAS ANESTHESIA ASSOCIATES, L.L.C. 401(K) PLAN

$11.2M · 14 participants

COMMONWEALTH DERMATOLOGY, P.C.

COMMONWEALTH DERMATOLOGY, P.C. PROFIT SHARING PLAN

$11.2M · 52 participants

XPRESS WELLNESS URGENT CARE, LLC

XPRESS WELLNESS RETIREMENT SAVINGS PLAN

$11.2M · 541 participants

BROOME ONCOLOGY, LLC