Original filing (PDF)20250625093634NAL0019029202001

BOYETT MANAGEMENT, LLC

Name: BOYETT MANAGEMENT, LLC — BOYETT MANAGEMENT 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BOYETT MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

BOYETT MANAGEMENT 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$329K

Net assets (EOY)

$329K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOYETT MANAGEMENT, LLC.

Plan sponsor

Name

BOYETT MANAGEMENT, LLC

EIN

82-3614985all filings

Address

4848 ISLAND SHORES LANE · LAKELAND, FL · 33809

Phone

(813) 713-1015

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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