· 2022–2024 · DOL EFAST2

ANTHONY M. D'AGOSTINO, M.D., P.A. — ANTHONY M. D'AGOSTINO, M.D., P.A. 401(K) PLAN, Form 5500 (2023)

Original filing (PDF)20250501200337NAL0005710640001

ANTHONY M. D'AGOSTINO, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

ANTHONY M. D'AGOSTINO, M.D., P.A. 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 5.5 moHigh average account balance

Active participants

5

Accounts w/ balance

6

Plan assets (EOY)

$803K

Net assets (EOY)

$803K

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

78

Total plan cost

n/a

Plan health

89

Vendor & structure

100

Knocking points off

Filed 5.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

ANTHONY M. D'AGOSTINO, M.D., P.A.

EIN

65-0784947all filings

Address

1350 9TH STREET NORTH, #201 · NAPLES, FL · 34102

Phone

(239) 262-6111

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-05-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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

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