· 2022–2024 · DOL EFAST2

Shari Rosenbaum, M.D., PLLC — Shari Rosenbaum MD, Form 5500 (2023)

Original filing (PDF)20240719110406NAL0004300179001

Shari Rosenbaum, M.D., PLLC

Form 5500-SF

FILING_RECEIVED

Shari Rosenbaum MD 401(k) Plan

401(k) retirement plan · Shari Rosenbaum, M.D., PLLC's Shari Rosenbaum MD 401(k) Plan held $338K in plan assets for 5 participants in 2023.

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

2

Plan assets (EOY)

$338K

Net assets (EOY)

$338K

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

65

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHARI ROSENBAUM, M.D., PLLC.

Plan sponsor

Name

SHARI ROSENBAUM, M.D., PLLC

EIN

85-3070431all filings

Address

1500 NW 10TH AVE · #105 · BOCA RATON, FL · 33486

Phone

(561) 573-4336

Industry

Offices of Physicians· Health Care & Social Assistance

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

2024-07-19

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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