Original filing (PDF)20250728080228NAL0003934210001

QUINTINA B. CORTEZA, M. D. , P. A.

Name: QUINTINA B. CORTEZA, M. D. , P. A. — QUINTINA B. CORTEZA, M. D., P. A. 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: QUINTINA B. CORTEZA, M. D. , P. A.

Form 5500-SF

FILING_RECEIVED

QUINTINA B. CORTEZA, M. D., P. A. 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 QUINTINA B. CORTEZA, M. D. , P. A..

Plan sponsor

Name

QUINTINA B. CORTEZA, M. D. , P. A.

EIN

59-3478666

Address

777 CR 466 · LADY LAKE, FL · 32159

Phone

(352) 978-5851

Industry

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

2025-07-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

INTERNATIONAL MS MANAGEMENT PRACTICE, PC

INTERNATIONAL MS MANAGEMENT PRACTICE, PC DEFINED BENEFIT PLAN

$2.3M · 38 participants

BEHAVIORAL HEALTH CONSULTANTS, LLC

BEHAVIORAL HEALTH CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN

$2.3M · 5 participants

GREG SCHWARTZ, M.D., P.A.

GREG SCHWARTZ, M.D., P.A. 401(K) PLAN

$2.3M · 7 participants

SPOKANE PSYCHIATRY & PSYCHOLOGY

SPOKANE PSYCHIATRY & PSYCHOLOGY PROFIT SHARING PLAN

$2.3M · 2 participants

EDWARD BARBANO, M.D., P.C.