Original filing (PDF)20230829094852NAL0004653585001

SHAHLA MEDICAL GROUP, P.A.

Name: SHAHLA MEDICAL GROUP, P.A. — SHAHLA MEDICAL GROUP, P.A. 401(K) PLAN, Form 5500 (2022)
Creator: SHAHLA MEDICAL GROUP, P.A.

Form 5500-SF

FILING_RECEIVED

SHAHLA MEDICAL GROUP, P.A. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$929K

Net assets (EOY)

$929K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHAHLA MEDICAL GROUP, P.A..

Plan sponsor

Name

SHAHLA MEDICAL GROUP, P.A.

EIN

59-3562824all filings

Address

8800 TERRENE CT STE 102 · BONITA SPRINGS, FL · 34135

Phone

(239) 948-3444

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

BROCK S. CUMMINGS, M.D., INC.

BROCK S. CUMMINGS, M.D., INC. CASH BALANCE PENSION PLAN

$929K · 3 participants

TLC PHYSICIANS, PLLC

TLC PHYSICIANS, PLLC 401K PROFIT SHARING PLAN

$929K · 3 participants

MAI MEDICAL INC

MAI MEDICAL, INC. PENSION PLAN

$929K · 3 participants

JOEL E. ULLOTH M.D. INC.

JOEL E. ULLOTH M.D. INC. 401(K) PROFIT SHARING PLAN

$929K · 2 participants

OZARK MEDICAL CLINIC, LLC

OZARK MEDICAL CLINIC, LLC 401(K) PROFIT SHARING PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.