Original filing (PDF)20240813150048NAL0010699441001

DAVID A. MOSBORG, M.D.

Name: DAVID A. MOSBORG, M.D. — DAVID A. MOSBORG, M.D. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: DAVID A. MOSBORG, M.D.

Form 5500-SF

FILING_RECEIVED

DAVID A. MOSBORG, M.D. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$817

Net assets (EOY)

$817

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID A. MOSBORG, M.D..

Plan sponsor

Name

DAVID A. MOSBORG, M.D.

EIN

59-3155478

Address

1895 KINGSLEY AVENUE, SUITE 703 · ORANGE PARK, FL · 32073

Phone

(904) 276-1446

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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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