Original filing (PDF)20250422112742NAL0004253521001

JOSEPH E. MOUHANNA, M.D., P.A.

Name: JOSEPH E. MOUHANNA, M.D., P.A. — JOSEPH E. MOUHANNA, M.D., P.A. RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: JOSEPH E. MOUHANNA, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

JOSEPH E. MOUHANNA, M.D., P.A. RETIREMENT PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 JOSEPH E. MOUHANNA, M.D., P.A..

Plan sponsor

Name

JOSEPH E. MOUHANNA, M.D., P.A.

EIN

65-0818572

Address

7575 SW 62ND AVE STE B · SOUTH MIAMI, FL · 331434950

Phone

(305) 447-6688

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

2025-04-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Related plans

Similar-size Offices of Physicians plans

WATAUGA ORTHOPAEDICS, PLC

WATAUGA ORTHOPAEDICS, PLC CASH BALANCE PLAN

$1.5M · 67 participants

WEST AUGUSTA OBSTETRICS AND GYNE

WEST AUGUSTA OBSTETRICS & GYNECOLOGY, PCPROFIT SHARING PLA

$1.5M · 17 participants

INLAND EMPIRE NEPHROLOGY, INC.

INLAND EMPIRE NEPHROLOGY, INC. 401(K) PLAN

$1.5M · 6 participants

FIDEL OGEDA MD, LLC

FIDEL OGEDA MD, LLC 401(K) PLAN

$1.5M · 8 participants

CORNERSTONE DERMATOLOGY & SURGERY GROUP

CORNERSTONE DERMATOLOGY & SURGERY GROUP 401(K) PROFIT SHARING PLAN