· 2022–2024 · DOL EFAST2

PULMONARY SPECIALISTS OF THE PALM BEACHES, PA — PULMONARY SPECIALISTS 401K TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250929160308NAL0014083792001

PULMONARY SPECIALISTS OF THE PALM BEACHES, PA

Form 5500-SF

FILING_RECEIVED

PULMONARY SPECIALISTS 401K TRUST

401(k) retirement plan

Active participants

10

Accounts w/ balance

15

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan health score

95

/ 100

Grade A

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

83

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PULMONARY SPECIALISTS OF THE PALM BEACHES, PA.

Plan sponsor

Name

PULMONARY SPECIALISTS OF THE PALM BEACHES, PA

EIN

65-0266158

Address

13005 SOUTHERN BOULEVARD · SUITE 235 · LOXAHATCHEE, FL · 33470

Phone

(561) 795-1022

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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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