· 2022–2024 · DOL EFAST2

James S. Trimble, M.D., P.A. — James S. Trimble, Form 5500 (2025)

Original filing (PDF)20260615111159NAL0001084273001

James S. Trimble, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

James S. Trimble, M.D., P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · James S. Trimble, M.D., P.A.'s James S. Trimble, M.D., P.A. 401(k) Profit Sharing Plan held $2.1M in plan assets for 23 participants in 2025.

Active participants

23

Accounts w/ balance

23

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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

53

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

JAMES S. TRIMBLE, M.D., P.A.

EIN

82-1503141all filings

Address

2055 PROFESSIONAL CENTER DRIVE · ORANGE PARK, FL · 32073

Phone

(904) 276-4500

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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