Original filing (PDF)20250609155603NAL0012425123001

JONATHAN M. FRANTZ, M.D., PLLC

Name: JONATHAN M. FRANTZ, M.D., PLLC — JONATHAN M. FRANTZ, M.D., P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JONATHAN M. FRANTZ, M.D., PLLC

Form 5500-SF

FILING_RECEIVED

JONATHAN M. FRANTZ, M.D., P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

145

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JONATHAN M. FRANTZ, M.D., PLLC.

Plan sponsor

Name

JONATHAN M. FRANTZ, M.D., PLLC

EIN

65-0500890

Address

9617 GULF RESEARCH LANE · FORT MYERS, FL · 33912

Phone

(239) 418-0999

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

2025-06-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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