Original filing (PDF)20250925142225NAL0009282272001

JOHN P. COUGHLIN, M.D. P.A.

Name: JOHN P. COUGHLIN, M.D. P.A. — JOHN P. COUGHLIN, M.D. RETIREMENT PLAN, Form 5500 (2024)
Creator: JOHN P. COUGHLIN, M.D. P.A.

Form 5500-SF

FILING_RECEIVED

JOHN P. COUGHLIN, M.D. RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 JOHN P. COUGHLIN, M.D. P.A..

Plan sponsor

Name

JOHN P. COUGHLIN, M.D. P.A.

EIN

59-3485567

Address

444 LUCERNE AVENUE · TAMPA, FL · 33606

Phone

(813) 631-5034

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

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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