Original filing (PDF)20250611121149NAL0046013106001

STEPHEN J SHIELDS MD PA

Name: STEPHEN J SHIELDS MD PA — STEPHEN J SHIELDS MD PA SAFE HARBOR 401(K) PROFIT SHARING PLA, Form 5500 (2024)
Creator: STEPHEN J SHIELDS MD PA

Form 5500-SF

FILING_RECEIVED

STEPHEN J SHIELDS MD PA SAFE HARBOR 401(K) PROFIT SHARING PLA

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 STEPHEN J SHIELDS MD PA.

Plan sponsor

Name

STEPHEN J SHIELDS MD PA

EIN

59-3478072

Address

1211 REYNOLDS AVE · STE B · CLEARWATER, FL · 33756

Phone

(727) 466-6564

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

2025-06-11

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

MIAMI SPINE SPECIALISTS, LLC.

MIAMI SPINE SPECIALISTS, LLC. 401(K) PLAN

$1.0M · 20 participants

FRANCISCO ANGUIANO, M.D., INC.

FRANCISCO ANGUIANO, M.D., INC. 401(K) PROFIT SHARING PLAN

$1.0M · 3 participants

PURE REJUVENATION CENTER

PURE REJUVENATION CENTER 401(K) PROFIT SHARING PLAN

$1.0M · 3 participants

NORTHERN MONTANA ORAL SURGERY, LLC

NORTHERN MT ORAL 401(K) PROFIT SHARING PLAN & TRUST

$1.0M · 25 participants

PHYSICIAN ARTISTRY INC.