Original filing (PDF)20250707200348NAL0009836706001

JOHN S SUEN MD PA

Name: JOHN S SUEN MD PA — JOHN S. SUEN, M.D., P.A., 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOHN S SUEN MD PA

Form 5500-SF

FILING_RECEIVED

JOHN S. SUEN, M.D., P.A., 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

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 JOHN S SUEN MD PA.

Plan sponsor

Name

JOHN S SUEN MD PA

EIN

65-0463726

Address

3735 11TH CIRCLE, STE. 103 · VERO BEACH, FL · 32960

Phone

(772) 770-0431

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

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

Related plans

Similar-size All Other Professional Services plans

CASCODIUM LLC

CASCODIUM LLC 401(K) PLAN

$5.4M · 15 participants

JOURNEY GROUP, INC.

JOURNEY GROUP, INC. 401(K) PROFIT SHARING PLAN

$5.4M · 28 participants

ADREM SYSTEMS CORPORATION

ADREM SYSTEMS CORPORATION 401(K) PLAN

$5.4M · 13 participants

ADVANCED FUEL RESEARCH, INC.

ADVANCED FUEL RESEARCH, INC. 401K PLAN

$5.4M · 8 participants

TRANSWALL OFFICE SYSTEMS, INC.

TRANSWALL OFFICE SYSTEMS, INC. 401(K) PLAN

$5.4M · 82 participants