How big is Cardiology Specialists, Fredric A. Siegel, M.D., Ltd.'s plan?

Cardiology Specialists, Fredric A. Siegel, M.D., Ltd.'s plan reported $3.9M in assets and 3 participants for 2023.

Original filing (PDF)20250622205605NAL0014158946001

Cardiology Specialists, Fredric A. Siegel, M.D., Ltd.

Name: Cardiology Specialists, Fredric A. Siegel, M.D., Ltd. — Form 5500 Plan 004 (2023)
Creator: Cardiology Specialists, Fredric A. Siegel, M.D., Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cardiology Specialists Profit Sharing Plan and Trust

Defined-contribution retirement plan · Cardiology Specialists, Fredric A. Siegel, M.D., Ltd.'s Cardiology Specialists Profit Sharing Plan and Trust held $3.9M in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Cardiology Specialists, Fredric A. Siegel, M.D., Ltd.'s EIN is 88-0138143.

EIN 88-0138143

Plan number 004

Plan year 2023

ACK ID 20250622205605NAL0014158946001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Cardiology Specialists, Fredric A. Siegel, M.D., Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Cardiology Specialists, Fredric A. Siegel, M.D., Ltd.'s plan includes profit-sharing.

Decision-maker contacts

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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