Original filing (PDF)20250912161520NAL0001109169001

WILFRED C. MCKENZIE, M.D., P.A.

Name: WILFRED C. MCKENZIE, M.D., P.A. — WILFRED C. MCKENZIE, M.D., P.A. CASH BALANCE PLAN, Form 5500 (2024)
Creator: WILFRED C. MCKENZIE, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

WILFRED C. MCKENZIE, M.D., P.A. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILFRED C. MCKENZIE, M.D., P.A..

Plan sponsor

Name

WILFRED C. MCKENZIE, M.D., P.A.

EIN

65-0303676

Address

1625 SE 3RD AVENUE · SUITE 400 · FT. LAUDERDALE, FL · 33316

Phone

(954) 832-0058

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-12

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

3H · Sponsor in controlled / affiliated group

1I · Frozen plan — no new benefit accrual

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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