· 2022–2024 · DOL EFAST2

SCOTT D TANNENBAUM MD PA — SCOTT D TANNENBAUM MD PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250924091938NAL0016739810001

SCOTT D TANNENBAUM MD PA

Form 5500-SF

FILING_RECEIVED

SCOTT D TANNENBAUM MD PA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

9

Accounts w/ balance

4

Plan assets (EOY)

$349K

Net assets (EOY)

$349K

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

62

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th 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 SCOTT D TANNENBAUM MD PA.

Plan sponsor

Name

SCOTT D TANNENBAUM MD PA

EIN

65-0294047all filings

Address

4399 NOB HILL ROAD · SUNRISE, FL · 33351

Phone

(954) 746-1338

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

DEFINITI LLC

EIN

85-0833363

City

ERIE, PA

Phone

(800) 882-4026

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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