Original filing (PDF)20250717155225NAL0000308211001

EDWARD G. MACKAY, MD & ASSOCIATES LLC

Name: EDWARD G. MACKAY, MD & ASSOCIATES LLC — EDWARD G. MACKAY, MD & ASSOCIATES LLC 401(K) PLAN, Form 5500 (2024)
Creator: EDWARD G. MACKAY, MD & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

EDWARD G. MACKAY, MD & ASSOCIATES LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 EDWARD G. MACKAY, MD & ASSOCIATES LLC.

Plan sponsor

Name

EDWARD G. MACKAY, MD & ASSOCIATES LLC

EIN

83-2878169

Address

2863 ALT 19 N · PALM HARBOR, FL · 34683

Phone

(727) 781-5652

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

2025-07-17

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

BRIAN T ANDREWS, M.D., A PROFESSIONAL CORPORATION

BRIAN T. ANDREWS, M. D. , A PROFESSIONAL CORPORATION SALARY DEFERRAL PLAN

$3.2M · 5 participants

FRANKLIN LOWE, M.D., A PROF. MED. CORP.

FRANKLIN LOWE, M.D., A PROFESSIONAL MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN

$3.2M · 5 participants

ALLERGY, ASTHMA & ARTHRITIS CENTER

ALLERGY, ASTHMA & ARTHRITIS CENTER PENSION PLAN

$3.2M · 3 participants

WESTMONT MEDICAL ASSOCIATES, P.C.

WESTMONT MEDICAL ASSOCIATES, P.C. PROFIT SHARING PLAN

$3.2M · 2 participants