Original filing (PDF)20250731141000NAL0005370561001

PORT CHARLOTTE CARE CENTER LLC

Name: PORT CHARLOTTE CARE CENTER LLC — PORT CHARLOTTE 401(K) PLAN, Form 5500 (2024)
Creator: PORT CHARLOTTE CARE CENTER LLC

Form 5500-SF

FILING_RECEIVED

PORT CHARLOTTE 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

158

Accounts w/ balance

Plan assets (EOY)

$328K

Net assets (EOY)

$328K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PORT CHARLOTTE CARE CENTER LLC.

Plan sponsor

Name

PORT CHARLOTTE CARE CENTER LLC

DBA

CHARLOTTE BAY REHAB AND CARE CENTER

EIN

88-3139133

Address

4033 BEAVER LANE · PORT CHARLOTTE, FL · 33952

Phone

(718) 705-6740

Industry

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

2025-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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