Original filing (PDF)20240729114042NAL0010998403001

CITRUS HEALTH GROUP

Name: CITRUS HEALTH GROUP — CITRUS HEALTH GROUP 401(K) PLAN, Form 5500 (2023)
Creator: CITRUS HEALTH GROUP

Form 5500-SF

FILING_RECEIVED

CITRUS HEALTH GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$788K

Net assets (EOY)

$788K

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 CITRUS HEALTH GROUP.

Plan sponsor

Name

CITRUS HEALTH GROUP

EIN

83-2496088

Address

210 SOUTH ATLANTIC DRIVE · LANTANA, FL · 33462

Phone

(215) 837-9608

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-29

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

Related plans

Similar-size All Other Professional Services plans

OPTIMUS

OPTIMUS 401(K) PLAN

$788K · 34 participants

CMEDIA PRODUCTIONS CORPORATION DBA ODD DOG MEDIA

ODD DOG 401(K) PLAN

$788K · 15 participants

AUGUSTA GASTROINTESTINAL SPECIALIST, INC

AUGUSTA GASTROINTESTINAL SPECIALIST, INC 401K PLAN

$788K · 5 participants

R24 SECURITY INTEGRATION

R24 SECURITY INTEGRATION 401(K) PLAN

$788K · 14 participants

TORIN HOLDING INC

TORIN HOLDING INC 401(K) PROFIT SHARING PLAN & TRUST

$788K · 51 participants