Original filing (PDF)20250512083947NAL0012532739001

Abbott Kagan, II, M.D., P.A. (d/b/a Advanced Orthopedics & Sports MEDI

Name: Abbott Kagan, II, M.D., P.A. (d/b/a Advanced Orthopedics & Sports MEDI — Form 5500 Plan 001 (2024)
Creator: Abbott Kagan, II, M.D., P.A. (d/b/a Advanced Orthopedics & Sports MEDI
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Orthopedics & Sports Medicine of SWFL 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Abbott Kagan, II, M.D., P.A. (d/b/a Advanced Orthopedics & Sports MEDI's Advanced Orthopedics & Sports Medicine of SWFL 401(k) Profit Sharing Plan & Trust held $3.7M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

Abbott Kagan, II, M.D., P.A. (d/b/a Advanced Orthopedics & Sports MEDI's EIN is 65-0013512.

EIN 65-0013512

Plan number 001

Plan year 2024

ACK ID 20250512083947NAL0012532739001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Abbott Kagan, II, M.D., P.A. (d/b/a Advanced Orthopedics & Sports MEDI from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Abbott Kagan, II, M.D., P.A. (d/b/a Advanced Orthopedics & Sports MEDI's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ABBOTT KAGAN, II, M.D., P.A. (D/B/A ADVANCED ORTHOPEDICS & SPORTS MEDI.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

ABBOTT KAGAN, II, M.D., P.A. (D/B/A ADVANCED ORTHOPEDICS & SPORTS MEDI

EIN

all filings

Address

8710 COLLEGE PARKWAY · FORT MYERS, FL · 33919

Phone

(239) 482-8788

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator