· 2022–2024 · DOL EFAST2

WENDELL J. COURTNEY, M.D., P.A. — WENDELL J. COURTNEY, M.D., P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250408113006NAL0011087603001

WENDELL J. COURTNEY, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

WENDELL J. COURTNEY, M.D., P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

5

Accounts w/ balance

5

Plan assets (EOY)

$468K

Net assets (EOY)

$468K

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

100

Total plan cost

n/a

Plan health

83

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WENDELL J. COURTNEY, M.D., P.A.

EIN

72-1107328all filings

Address

601 EAST DIXIE AVE., · SUITE 301 · LEESBURG, FL · 34748

Phone

(352) 787-1001

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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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