Original filing (PDF)20240529163702NAL0020964656001

DONNA M. BALLMAN, P.A.

Name: DONNA M. BALLMAN, P.A. — DONNA M. BALLMAN, P.A. 401(K) PLAN, Form 5500 (2023)
Creator: DONNA M. BALLMAN, P.A.

Form 5500-SF

FILING_RECEIVED

DONNA M. BALLMAN, P.A. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$369K

Net assets (EOY)

$369K

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 average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

DONNA M. BALLMAN, P.A.

EIN

65-0179249all filings

Address

10400 GRIFFIN RD · STE 204 · COOPER CITY, FL · 33328

Phone

(954) 680-6300

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