Original filing (PDF)20240905153421NAL0046902962001

ALESSI FAMILY CARE, P.A.

Name: ALESSI FAMILY CARE, P.A. — ALESSI FAMILY CARE, P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ALESSI FAMILY CARE, P.A.

Form 5500-SF

FILING_RECEIVED

ALESSI FAMILY CARE, P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ALESSI FAMILY CARE, P.A.

EIN

59-3632308

Address

9400 BONITA BEACH ROAD · BONITA SPRINGS, FL · 34135

Phone

(239) 992-5444

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

2023-01-01

Tax period

2023-12-31

Filed

2024-09-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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