How big is Old Naples Concierge Medicine PA's plan?

Old Naples Concierge Medicine PA's plan reported $798K in assets and 3 participants for 2024.

Original filing (PDF)20250611114715NAL0015745329001

Old Naples Concierge Medicine PA

Name: Old Naples Concierge Medicine PA — Old Naples, Form 5500 (2024)
Creator: Old Naples Concierge Medicine PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Old Naples Concierge Medicine 401(k)

401(k) retirement plan · Old Naples Concierge Medicine PA's Old Naples Concierge Medicine 401(k) held $798K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$798K

Net assets (EOY)

$798K

People on this filing

Shirley Horner signed Old Naples Concierge Medicine PA's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Old Naples Concierge Medicine PA's EIN is 83-1247520.

EIN 83-1247520

Plan number 001

Plan year 2024

ACK ID 20250611114715NAL0015745329001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Old Naples Concierge Medicine PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Old Naples Concierge Medicine PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLD NAPLES CONCIERGE MEDICINE PA.

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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 average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

OLD NAPLES CONCIERGE MEDICINE PA

EIN

all filings

Address

82 9TH STREET S · SUITE 103 · NAPLES, FL · 34102

Phone

(239) 331-3406

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator