Original filing (PDF)20250415141013NAL0001462707001

STEVEN J. SHIN PA

Name: STEVEN J. SHIN PA — STEVEN J. SHIN PA ROTH 401K PLAN, Form 5500 (2024)
Creator: STEVEN J. SHIN PA

Form 5500-SF

FILING_RECEIVED

STEVEN J. SHIN PA ROTH 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN J. SHIN PA.

Plan sponsor

Name

STEVEN J. SHIN PA

EIN

87-3914115

Address

1272 CAMELLIA LANE · WESTON, FL · 33326

Phone

(954) 829-0895

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

2025-04-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

MIDWEST MEDICAL MANAGT SRVS LLC

MIDWEST MEDICAL MGMT UNION EMPLOYEES 401 (K) PLAN

$61K

SEAN D. MCCALL, DMD, P.A.

SEAN D. MCCALL, DMD, P.A. 401(K) PLAN

$61K · 3 participants

HEAL AS YOU GROW

HEAL AS YOU GROW 401K

$61K · 16 participants

CLOMPUS & RETO VISION ASSOCIATES, P.C.

CLOMPUS & RETO VISION ASSOCIATES 401(K) PLAN

$61K

RICHARD VERA MD PA

RICHARD VERA MD PA - 401(K)

$61K · 2 participants