Original filing (PDF)20230524120333NAL0022164530001

STUART CARDIOLOGY GROUP, P.A.

Name: STUART CARDIOLOGY GROUP, P.A. — STUART CARDIOLOGY GROUP, P.A. 401(K)RETIREMENT PLAN, Form 5500 (2022)
Creator: STUART CARDIOLOGY GROUP, P.A.

Form 5500-SF

FILING_RECEIVED

STUART CARDIOLOGY GROUP, P.A. 401(K)RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.4M

Net assets (EOY)

$11.4M

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 STUART CARDIOLOGY GROUP, P.A..

Plan sponsor

Name

STUART CARDIOLOGY GROUP, P.A.

EIN

65-0701827

Address

1001 S.E MONTEREY COMMONS BLVD · SUITE 300 · STUART, FL · 34996

Phone

(772) 286-9400

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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