Original filing (PDF)20260204123116NAL0003835985001

SERGIO MENENDEZ-APONTE, MD, PA

Name: SERGIO MENENDEZ-APONTE, MD, PA — SERGIO MENENDEZ-APONTE MD PA 401(K) P/S PLAN, Form 5500 (2024)
Creator: SERGIO MENENDEZ-APONTE, MD, PA

Form 5500-SF

FILING_RECEIVED

SERGIO MENENDEZ-APONTE MD PA 401(K) P/S PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SERGIO MENENDEZ-APONTE, MD, PA.

Plan sponsor

Name

SERGIO MENENDEZ-APONTE, MD, PA

EIN

59-3431097

Address

120 BENMORE DRIVE · WINTER PARK, FL · 32792

Phone

(407) 645-5998

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

2026-02-04

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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