Original filing (PDF)20251011094620NAL0014234704001

CARLOS G. PENA, M.D., P.A.

Name: CARLOS G. PENA, M.D., P.A. — CARLOS G. PENA M.D., P.A., CASH BALANCE PLAN, Form 5500 (2024)
Creator: CARLOS G. PENA, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

CARLOS G. PENA M.D., P.A., CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$116K

Net assets (EOY)

$116K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

CARLOS G. PENA, M.D., P.A.

EIN

74-3195319all filings

Address

6705 RED ROAD · STE. 310 · CORAL GABLES, FL · 33143

Phone

(786) 409-5455

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-11

Pension benefit codes

1C · Cash balance or similar hybrid DB

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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