Original filing (PDF)20251013123810NAL0000609843001

PHYSICIANS PRIMARY CARE OF SOUTHWEST FLORIDA, P.L.

Name: PHYSICIANS PRIMARY CARE OF SOUTHWEST FLORIDA, P.L. — PHYSICIANS PRIMARY CARE OF SOUTHWEST FLORIDA, P.L. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: PHYSICIANS PRIMARY CARE OF SOUTHWEST FLORIDA, P.L.

Form 5500

FILING_RECEIVED

PHYSICIANS PRIMARY CARE OF SOUTHWEST FLORIDA, P.L. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

225

Accounts w/ balance

188

Plan assets (EOY)

$29.8M

Net assets (EOY)

$29.8M

How this plan invests

This plan

10 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHYSICIANS PRIMARY CARE OF SOUTHWEST FLORIDA, P.L..

Plan sponsor

Name

PHYSICIANS PRIMARY CARE OF SOUTHWEST FLORIDA, P.L.

EIN

65-0603006

Address

12730 NEW BRITTANY BLVD., SUITE 602 · FORT MYERS, FL · 33907

Phone

(239) 275-5522

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

2025-10-13

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS. CO. OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$16K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EVERHART FINANCIAL GROUP INC	—	DUBLIN, OH	INVESTMENT ADVISOR	$44K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT ADVISOR	$9K	—

Investments

10 pooled funds· $4.5M(15% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
PUTNAM RETIREMENT ADV TRUST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260	Common Collective Trust	$2.4M	7.9%
PUTNAM RETIREMENT ADV TRUST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268	Common Collective Trust	$658K	2.2%