Original filing (PDF)20241001110118NAL0003209395001

COLTON & KAMINETSKY P.A

Name: COLTON & KAMINETSKY P.A — COLTON & KAMINETSKY PA, Form 5500 (2023)
Creator: COLTON & KAMINETSKY P.A

Form 5500-SF

FILING_RECEIVED

COLTON & KAMINETSKY PA

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLTON & KAMINETSKY P.A.

Plan sponsor

Name

COLTON & KAMINETSKY P.A

EIN

65-0305374

Address

1905 CLINT MOORE ROAD STE 204 · BOCA RATON, FL · 33496

Phone

(561) 994-8595

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-01

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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