Original filing (PDF)20250331065752NAL0006119009001

PALM BEACH PLASTIC & COSMETIC SURGERY, PLLC

Name: PALM BEACH PLASTIC & COSMETIC SURGERY, PLLC — FREDRIC M. BARR 401(K) TRUST, Form 5500 (2024)
Creator: PALM BEACH PLASTIC & COSMETIC SURGERY, PLLC

Form 5500-SF

FILING_RECEIVED

FREDRIC M. BARR 401(K) TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PALM BEACH PLASTIC & COSMETIC SURGERY, PLLC.

Plan sponsor

Name

PALM BEACH PLASTIC & COSMETIC SURGERY, PLLC

EIN

81-1537660

Address

1411 N. FLAGLER DRIVE · SUITE 5800 · WEST PALM BEACH, FL · 33401

Phone

(561) 833-4122

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

2025-03-31

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

Related plans

Similar-size Offices of Physicians plans

ADVANCED CARDIOVASCULAR INTERVENTION PA

ADVANCED CARDIOVASCULAR INTERVENTION PA DEFINED BENEFIT PLAN

$2.2M · 3 participants

VENTRE MEDICAL ASSOCIATES, LLC

VENTRE MEDICAL ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST

$2.2M · 175 participants

CHICAGO PAIN MEDICINE CENTER

CHICAGO PAIN MEDICINE CENTER 401(K) PROFIT SHARING PLAN & TRUST

$2.2M · 8 participants

LANCE K BERGSTROM MD PC

BERGSTROM EYE & LASER CLINIC 401(K) PLAN

$2.2M · 18 participants

D. BORA HAZAR M.D., P.C.