Original filing (PDF)20240229144052NAL0008155571001

DOUGLAS M. GRANT, P.A.

Name: DOUGLAS M. GRANT, P.A. — GRANT GROUP TEAM CASH BALANCE PLAN, Form 5500 (2023)
Creator: DOUGLAS M. GRANT, P.A.

Form 5500-SF

FILING_RECEIVED

GRANT GROUP TEAM CASH BALANCE PLAN

Defined-benefit pension 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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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 DOUGLAS M. GRANT, P.A..

Plan sponsor

Name

DOUGLAS M. GRANT, P.A.

EIN

59-3606603all filings

Address

207 BAYFRONT DRIVE · BONITA SPRINGS, FL · 34134

Phone

(239) 948-4450

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-08-31

Filed

2024-02-29

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

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