Original filing (PDF)20250701085320NAL0029166834001

APOGEE MEDICAL ASSOCIATES, PA

Name: APOGEE MEDICAL ASSOCIATES, PA — APOGEE MEDICAL ASSOCIATES 401K PLAN, Form 5500 (2024)
Creator: APOGEE MEDICAL ASSOCIATES, PA

Form 5500-SF

FILING_RECEIVED

APOGEE MEDICAL ASSOCIATES 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$665K

Net assets (EOY)

$665K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APOGEE MEDICAL ASSOCIATES, PA.

Plan sponsor

Name

APOGEE MEDICAL ASSOCIATES, PA

EIN

81-3456462all filings

Address

3028 CARING WAY · UNIT 4 · PORT CHARLOTTE, FL · 33952

Phone

(941) 416-4814

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