· 2022–2024 · DOL EFAST2

Ramon J. Santiago M.D., P.A. — Ramon J. Santiago, Form 5500 (2023)

Original filing (PDF)20240627094318NAL0006484131001

Ramon J. Santiago M.D., P.A.

Form 5500-SF

FILING_RECEIVED

Ramon J. Santiago M.D., P.A. 401(k)

401(k) retirement plan · Ramon J. Santiago M.D., P.A.'s Ramon J. Santiago M.D., P.A. 401(k) held $665K in plan assets for 9 participants in 2023.

Active participants

9

Accounts w/ balance

10

Plan assets (EOY)

$665K

Net assets (EOY)

$665K

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

82

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RAMON J. SANTIAGO M.D., P.A..

Plan sponsor

Name

RAMON J. SANTIAGO M.D., P.A.

EIN

59-3575383all filings

Address

13250 N 56TH STREET · SUITE 101 · TEMPLE TERRACE, FL · 33617

Phone

(813) 988-1984

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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