Original filing (PDF)20231012105807NAL0063328546001

JEFFREY ROTHSTEIN, D.O.,P.A.

Name: JEFFREY ROTHSTEIN, D.O.,P.A. — 401(K) FOR JEFFREY ROTHSTEIN, D. O. , P. A., Form 5500 (2022)
Creator: JEFFREY ROTHSTEIN, D.O.,P.A.

Form 5500-SF

FILING_RECEIVED

401(K) FOR JEFFREY ROTHSTEIN, D. O. , P. A.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 JEFFREY ROTHSTEIN, D.O.,P.A..

Plan sponsor

Name

JEFFREY ROTHSTEIN, D.O.,P.A.

EIN

65-0322309

Address

4030 SHERIDAN STREET · SUITE A · HOLLYWOOD, FL · 33021

Phone

(954) 963-6530

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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