Original filing (PDF)20250912130621NAL0000786355001

SOUTH FLORIDA MENTAL HEALTH & RECOVERY INC.

Name: SOUTH FLORIDA MENTAL HEALTH & RECOVERY INC. — SFMHR 401(K) PLAN, Form 5500 (2024)
Creator: SOUTH FLORIDA MENTAL HEALTH & RECOVERY INC.

Form 5500-SF

FILING_RECEIVED

SFMHR 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTH FLORIDA MENTAL HEALTH & RECOVERY INC..

Plan sponsor

Name

SOUTH FLORIDA MENTAL HEALTH & RECOVERY INC.

EIN

84-2355153

Address

27 NW 13TH STREET · HOMESTEAD, FL · 33030

Phone

(786) 339-8824

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-06-23

Filed

2025-09-12

Pension benefit codes

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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