Original filing (PDF)20240905155036NAL0039058064001

DANIEL N. SACKS, M.D., P.A.

Name: DANIEL N. SACKS, M.D., P.A. — DANIEL N. SACKS, M.D., P.A. CASH BALANCE PENSION PLAN & TRUST, Form 5500 (2023)
Creator: DANIEL N. SACKS, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

DANIEL N. SACKS, M.D., P.A. CASH BALANCE PENSION PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 DANIEL N. SACKS, M.D., P.A..

Plan sponsor

Name

DANIEL N. SACKS, M.D., P.A.

EIN

84-3968565

Address

P.O. BOX 923 · BOYNTON BEACH, FL · 33425

Phone

(561) 228-1330

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

2024-09-05

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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 All Other Professional Services plans

CRUMLING CONSULTING, LLC

CRUMLING CONSULTING, LLC 401(K) PLAN

$2.0M · 6 participants

1ST SCRIBE, INC. DBA PERRILL

PERRILL 401(K) RETIREMENT PLAN

$2.0M · 21 participants

DAVID P JARRELL DDS INC

DAVID P JARRELL DDS INC 401(K) PROFIT SHARING PLAN & TRUST

$2.0M · 13 participants

SOUTHERN TRANSPORT LLC

SOUTHERN TRANSPORT LLC 401(K) PROFIT SHARING PLAN & TRUST

$2.0M · 382 participants

KA SEARCH PARTNERS

KA SEARCH PARTNERS CASH BALANCE PLAN