Original filing (PDF)20240806085355NAL0003694928001

SPINE AND REHAB MEDICINE, P.A.

Name: SPINE AND REHAB MEDICINE, P.A. — SPINE AND REHAB MEDICINE 401K PLAN AND TRUST, Form 5500 (2023)
Creator: SPINE AND REHAB MEDICINE, P.A.

Form 5500-SF

FILING_RECEIVED

SPINE AND REHAB MEDICINE 401K PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPINE AND REHAB MEDICINE, P.A..

Plan sponsor

Name

SPINE AND REHAB MEDICINE, P.A.

EIN

59-3544205

Address

PO BOX 1989 · LUTZ, FL · 33548

Phone

(352) 688-3301

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-21

Filed

2024-08-06

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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