Original filing (PDF)20250428133024NAL0008073155001

PULMONARY CONSULTANTS OF SOUTHWEST FLORIDA, P.A.

Name: PULMONARY CONSULTANTS OF SOUTHWEST FLORIDA, P.A. — PULMONARY CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: PULMONARY CONSULTANTS OF SOUTHWEST FLORIDA, P.A.

Form 5500-SF

FILING_RECEIVED

PULMONARY CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

Late filing · 5.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PULMONARY CONSULTANTS OF SOUTHWEST FLORIDA, P.A..

Plan sponsor

Name

PULMONARY CONSULTANTS OF SOUTHWEST FLORIDA, P.A.

EIN

65-1029645

Address

1031 SE 9TH PLACE UNIT 2 · CAPE CORAL, FL · 33990

Phone

(239) 574-2644

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-04-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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