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STEPHEN L. HELGEMO, JR., M.D., P.A. — FLORIDA HAND CENTER 401(K) PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015112407NAL0004401537001
STEPHEN L. HELGEMO, JR., M.D., P.A.
Form 5500-SF
FILING_RECEIVED
FLORIDA HAND CENTER 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
9
Accounts w/ balance
10
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STEPHEN L. HELGEMO, JR., M.D., P.A.
.
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Plan sponsor
Name
STEPHEN L. HELGEMO, JR., M.D., P.A.
EIN
65-0931904
Address
18344 MURDOCK CIRCLE · PORT CHARLOTTE, FL · 339481008
Phone
(941) 625-6547
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
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Trustee / custodian
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Trustee phone
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