How big is Jeffrey Marcus, M.D., MPH, P.A.'s plan?

Jeffrey Marcus, M.D., MPH, P.A.'s plan reported $5.5M in assets and 6 participants for 2025.

Original filing (PDF)20260508140242NAL0007051906001

Jeffrey Marcus, M.D., MPH, P.A.

Name: Jeffrey Marcus, M.D., MPH, P.A. — Dr. Marcus 401(k), Form 5500 (2025)
Creator: Jeffrey Marcus, M.D., MPH, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Marcus 401(k) Profit Sharing Plan

401(k) retirement plan · Jeffrey Marcus, M.D., MPH, P.A.'s Dr. Marcus 401(k) Profit Sharing Plan held $5.5M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

Jeffrey Marcus, MD, MPH signed Jeffrey Marcus, M.D., MPH, P.A.'s 2025 Form 5500 as plan administrator.

Jeffrey Marcus, MD, MPH — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jeffrey Marcus, M.D., MPH, P.A.'s EIN is 65-0583791.

EIN 65-0583791

Plan number 001

Plan year 2025

ACK ID 20260508140242NAL0007051906001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jeffrey Marcus, M.D., MPH, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jeffrey Marcus, M.D., MPH, P.A.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY MARCUS, M.D., MPH, P.A..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

JEFFREY MARCUS, M.D., MPH, P.A.

EIN

all filings

Address

7301 WEST PALMETTO PARK ROAD · SUITE 108A · BOCA RATON, FL · 33433

Phone

(561) 368-4115

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator