· 2022–2024 · DOL EFAST2

CARLOS IGLESIAS, M.D., P.A. — CARLOS IGLESIAS, M.D., P.A. RETIREMENT PLAN AND TRUST, Form 5500 (2022)

Original filing (PDF)20231220082237NAL0001483153001

CARLOS IGLESIAS, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

CARLOS IGLESIAS, M.D., P.A. RETIREMENT PLAN AND TRUST

401(k) retirement plan

Signals · 2

Late filing · 1.1 moHigh average account balance

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$289K

Net assets (EOY)

$289K

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

96

Total plan cost

n/a

Plan health

87

Vendor & structure

100

Knocking points off

Filed 1.1 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CARLOS IGLESIAS, M.D., P.A.

EIN

65-0075660all filings

Address

4745 NW 84TH CT UNIT 45 · DORAL, FL · 331665972

Phone

(305) 443-6326

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-12-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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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