Original filing (PDF)20250506134331NAL0006858563001

MARC R. GERBER, M.D., P.A.

Name: MARC R. GERBER, M.D., P.A. — MARC R. GERBER, M.D., P.A. 401(K) PLAN, Form 5500 (2024)
Creator: MARC R. GERBER, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

MARC R. GERBER, M.D., P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 MARC R. GERBER, M.D., P.A..

Plan sponsor

Name

MARC R. GERBER, M.D., P.A.

EIN

86-1122118

Address

3310 BELLINGTON DRIVE · ORLANDO, FL · 32835

Phone

(407) 719-5162

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

2025-05-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

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 Offices of Physicians plans

FAMILY HEALTH CARE OF NORTHWEST OHIO, INC.

FAMILY CARING CLINIC 403(B) PLAN

$2.1M · 40 participants

GHOLAM A. KIANI, M.D., P.A.

GHOLAM A. KIANI, M.D., P.A. DEFINED BENEFIT PENSION PLAN

$2.1M · 19 participants

CLAIBORNE COUNTY FAMILY HEALTH CENT ER

CLAIBORNE COUNTY FAMILY HEALTH CENTER RETIREMENT P LAN

$2.1M · 33 participants

NEUROSURGICAL SPECIALISTS OF TULSA, INC.

NEUROSURGICAL SPECIALISTS OF TULSA, INC 401(K) PROFIT SHARING PLAN

$2.1M · 4 participants

MICHAEL HAIKEN, M.D., P.A.