Original filing (PDF)20250703161638NAL0000466787002

Stuart Cardiology Group, PA

Name: Stuart Cardiology Group, PA — Stuart Cardiology, Form 5500 (2024)
Creator: Stuart Cardiology Group, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stuart Cardiology Group, PA Cash Balance Plan

Defined-benefit pension plan · Stuart Cardiology Group, PA's Stuart Cardiology Group, PA Cash Balance Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Stuart Cardiology Group, PA's EIN is 65-0701827.

EIN 65-0701827

Plan number 005

Plan year 2024

ACK ID 20250703161638NAL0000466787002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stuart Cardiology Group, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stuart Cardiology Group, PA's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STUART CARDIOLOGY GROUP, PA.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

STUART CARDIOLOGY GROUP, PA

EIN

all filings

Address

1001 SE MONTEREY COMMONS, BLVD · #300 · STUART, FL · 34996

Phone

(772) 286-9400

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-19

Filed

2025-07-03

Pension benefit codes

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

Tacoma Neuropathy Center PLLC

Tacoma Neuropathy Center 401(k) Plan

Premier Physicians of Sarasota, LLC

Hautamaki & Horiuchi, LLC Cash Balance Pension Plan and Trust

Levin Orthopedics SC

Levin Orthopedics SC 401(k) Plan and Trust

Frisch Aesthetics PC

Retina Associates of Utah, PLLC

Retina Associates of Utah, PLLC Cash Balance Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.