Original filing (PDF)20251005100153NAL0001616851001

WESLEY CHAPEL MEDICAL CARE

Name: WESLEY CHAPEL MEDICAL CARE — WESLEY CHAPEL MEDICAL RETIREMENT PLAN, Form 5500 (2023)
Creator: WESLEY CHAPEL MEDICAL CARE

Form 5500-SF

FILING_RECEIVED

WESLEY CHAPEL MEDICAL RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$973K

Net assets (EOY)

$973K

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 WESLEY CHAPEL MEDICAL CARE.

Plan sponsor

Name

WESLEY CHAPEL MEDICAL CARE

EIN

80-0270806all filings

Address

2800 WINDGUARD CIRCLE, SUITE 102 · WESLEY CHAPEL, FL · 33544

Phone

(813) 345-8515

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-12-31

Tax period

2024-12-30

Filed

2025-10-05

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

1E · Section 401(h) arrangement

3H · Sponsor in controlled / affiliated group

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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