Back to filter
Original filing (PDF)20250814094243NAL0013529872001
CENTRAL PALM BEACH PHYSICIANS &
Form 5500-SF
FILING_RECEIVED
CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. PROFIT SHARING
401(k) retirement plan
Active participants
109
Accounts w/ balance
70
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL PALM BEACH PHYSICIANS &.
Plan sponsor
Name
CENTRAL PALM BEACH PHYSICIANS &
EIN
65-0438884
Address
4623 FOREST HILL BLVD · SUITE 101 · WEST PALM BEACH, FL · 33415
Phone
(561) 967-8888
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
2025-08-14
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)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
Similar-size Offices of Physicians plans
COLON & RECTAL ASSOCIATES, APMC
COLON & RECTAL ASSOCIATES,APMC PROFIT SHARING 401(K) PLAN
$5.6M · 7 participants
STEPHEN K. LIU, MD PROFESSIONAL CORPORATION
STEPHEN K. LIU, MD PROFESSIONAL CORPORATION PENSION PLAN
$5.6M · 11 participants
ORLANDO HAND SURGERY ASSOCIATES, P.A.
ORLANDO HAND SURGERY ASSOCIATES, P.A. PROFIT SHARING AND 401K PLAN AND TRUST
$5.6M · 30 participants
LIHONG WU, MD., INC.
LIHONG WU, MD., INC. 401(K) PLAN
$5.6M · 3 participants
WOMEN'S CARE CENTER OF MEMPHIS, MPLLC
WCC OF MEMPHIS 401(K) PROFIT SHARING PLAN, PLAN #002
$5.6M · 55 participants
WESTRIDGE FAMILY CLINIC, P.A
WESTRIDGE FAMILY CLINIC PA 401K PROFIT SHARING PLAN
$5.6M · 15 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants