Original filing (PDF)20250725140736NAL0006723889001

KENNETH R. BEER, MD, PA

Name: KENNETH R. BEER, MD, PA — KENNETH R. BEER, MD, PA, 401(K) SAFE HARBOR PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KENNETH R. BEER, MD, PA

Form 5500-SF

FILING_RECEIVED

KENNETH R. BEER, MD, PA, 401(K) SAFE HARBOR PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

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 KENNETH R. BEER, MD, PA.

Plan sponsor

Name

KENNETH R. BEER, MD, PA

EIN

65-0528470

Address

1500 N. DIXIE HIGHWAY 303 · WEST PALM BEACH, FL · 33401

Phone

(561) 655-9055

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

2025-07-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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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