Original filing (PDF)20250828141535NAL0018084000001

M. I. SHARFMAN, MD, PA

Name: M. I. SHARFMAN, MD, PA — M. I. SHARFMAN, M.D., P.A. DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: M. I. SHARFMAN, MD, PA

Form 5500-SF

FILING_RECEIVED

M. I. SHARFMAN, M.D., P.A. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 M. I. SHARFMAN, MD, PA.

Plan sponsor

Name

M. I. SHARFMAN, MD, PA

EIN

59-3166891

Address

2137 WEST STATE ROAD 434 · LONGWOOD, FL · 327794983

Phone

(407) 644-3737

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-28

Pension benefit codes

1A · Pay-related DB formula

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

Related plans

Similar-size Offices of Physicians plans

THE WOODRUFF INSTITUTE, LLC

THE WOODRUFF INSTITUTE, LLC 401(K) PLAN

$1.7M · 97 participants

ADVANCED ALLERGY & ASTHMA CLINIC S.C.

ADVANCED ALLERGY & ASTHMA CLINIC S.C. RETIREMENT PLAN

$1.7M · 6 participants

PEDIATRICS TO GO

PEDIATRICS TO GO 401(K) P/S PLAN

$1.7M · 2 participants

DELUXE DERMATOLOGY, LLC

DELUXE DERMATOLOGY, LLC 401(K) PROFIT SHARING PLAN

$1.7M · 12 participants

ARUNDEL PEDIATRICS, PA

ARUNDEL PEDIATRICS, P.A. 401 K RETIREMENT PLAN