How big is John Serpa, M.D., P.A.'s plan?

John Serpa, M.D., P.A.'s plan reported $244K in assets and 8 participants for 2024.

Original filing (PDF)20251002074101NAL0000125027001

John Serpa, M.D., P.A.

Name: John Serpa, M.D., P.A. — John Serpa, M.D., P.A., Form 5500 (2024)
Creator: John Serpa, M.D., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John Serpa, M.D., P.A. 401(k) Plan

401(k) retirement plan · John Serpa, M.D., P.A.'s John Serpa, M.D., P.A. 401(k) Plan held $244K in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$244K

Net assets (EOY)

$244K

Plan identifiers

John Serpa, M.D., P.A.'s EIN is 94-3466983.

EIN 94-3466983

Plan number 001

Plan year 2024

ACK ID 20251002074101NAL0000125027001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John Serpa, M.D., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John Serpa, M.D., P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

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

Knocking points off