Original filing (PDF)20251002074101NAL0000125027001

JOHN SERPA, M.D., P.A.

Name: JOHN SERPA, M.D., P.A. — JOHN SERPA, M.D., P.A. 401(K) PLAN, Form 5500 (2024)
Creator: JOHN SERPA, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

JOHN SERPA, M.D., P.A. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$244K

Net assets (EOY)

$244K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN SERPA, M.D., P.A..

Plan sponsor

Name

JOHN SERPA, M.D., P.A.

EIN

94-3466983all filings

Address

1800 W 68 STREET, SUITE 114 · HIALEAH, FL · 33014

Phone

(305) 698-9077

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

2025-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

RETINA ASSOCIATES OF SOUTH TEXAS

RETINA ASSOC OF SOUTH TEXAS- 401K PLAN

$244K · 27 participants

SUBURBAN COMPREHENSIVE BREAST CARE CENTER, LLC

SUBURBAN COMPREHENSIVE BREAST CARE CENTER, LLC 401(K) RETIREMENT SAVINGS PLAN

$244K

GREATER BALTIMORE ORTHOPEDIC SURGERY, LLC

GREATER BALTIMORE ORTHOPEDIC SURGERY, LLC CASH BALANCE PENSION PLAN

$244K · 3 participants

PROFESSIONAL MEDICAL SERVICES & PRODUCTS, INC.

PROFESSIONAL MEDICAL SERVICES & PRODUCTS 401(K) PLAN

$244K · 17 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.