Original filing (PDF)20251007014007NAL0010554322001

EVEREST CONSULTING SERVICES, LLC

Name: EVEREST CONSULTING SERVICES, LLC — EVEREST CONSULTING SERVICES, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: EVEREST CONSULTING SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

EVEREST CONSULTING SERVICES, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 EVEREST CONSULTING SERVICES, LLC.

Plan sponsor

Name

EVEREST CONSULTING SERVICES, LLC

EIN

83-2040320

Address

275 COMMERCIAL BLVD, · STE. 204 · LAUDERDALE BY THE SEA, FL · 33308

Phone

(210) 963-7093

Industry

Offices of Physicians· 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

2025-10-07

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

JONESBORO PEDIATRICS

JONESBORO PEDIATRICS 401(K) PROFIT SHARING PLAN & TRUST

$1.6M · 10 participants

R. H. VILLAROSA, M.D. CASH BALANCE

R. H. VILLAROSA, M. D. CASH BALANCE PLAN

$1.6M · 5 participants

PACIFIC OCEAN PEDIATRIC

PACIFIC OCEAN PEDIATRICS 401(K) PLAN

$1.6M · 20 participants

LAWRENCE CHAO M.D., INC.

LAWRENCE CHAO M.D. INC. RETIREMENT PLAN

$1.6M · 6 participants

FOOTHILL PRIMARY CARE, INC.

ROY L. SAENZ M.D. PROFIT SHARING PLAN