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FLORIDA COASTAL DERMATOLOGY CASH BALANCE PLAN 401k Plan overview

Plan NameFLORIDA COASTAL DERMATOLOGY CASH BALANCE PLAN
Plan identification number 002

FLORIDA COASTAL DERMATOLOGY CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LISA D. ZACK, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:LISA D. ZACK, M.D., P.A.
Employer identification number (EIN):650156881
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about LISA D. ZACK, M.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1989-12-06
Company Identification Number: L35115
Legal Registered Office Address: 801 ANCHOR RODE DR #100

NAPLES

34103

More information about LISA D. ZACK, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLORIDA COASTAL DERMATOLOGY CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01KIMBERLY WEIGERT2024-01-23
0022021-01-01KIMBERLY WEIGERT2023-02-08
0022020-01-01
0022019-01-01JAMES RALEY2020-10-15
0022018-01-01KIMBERLY WEIGERT2019-07-30
0022017-01-01KIMBERLY WEIGERT2018-10-04

Financial Data on FLORIDA COASTAL DERMATOLOGY CASH BALANCE PLAN

Measure Date Value
2025 : FLORIDA COASTAL DERMATOLOGY CASH BALANCE PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0933122
Net assets as of the end of the plan year2025-10-093585352
Total assets as of the beginning of the plan year2025-10-093307480
Value of plan covered by a fidelity bond2025-10-09250000
Other income to plan in this plan year2025-10-09310993
Plan net income in this plan year2025-10-09277872
Net assets as of the end of the plan year2025-10-093585352
Net assets as of the beginning of the plan year2025-10-093307480
Employer contributions to plan in this plan year2025-10-091
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0933122
Total transfers to/from plan in this plan year2025-02-190
Total liabilities as of the beginning of the plan year2025-02-190
Total expenses incurred by plan in this plan year2025-02-1925078
Net assets as of the end of the plan year2025-02-193307480
Total assets as of the beginning of the plan year2025-02-192496382
Value of plan covered by a fidelity bond2025-02-19250000
Participant contributions to plan in this plan year2025-02-190
Other expenses paid from plan in this plan year2025-02-190
Other income to plan in this plan year2025-02-19236176
Plan net income in this plan year2025-02-19811098
Net assets as of the end of the plan year2025-02-193307480
Net assets as of the beginning of the plan year2025-02-192496382
Employer contributions to plan in this plan year2025-02-19600000
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-1925078
2023 : FLORIDA COASTAL DERMATOLOGY CASH BALANCE PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year2023-02-0834305
Net assets as of the end of the plan year2023-02-082271615
Total assets as of the beginning of the plan year2023-02-081776138
Value of plan covered by a fidelity bond2023-02-08250000
Other income to plan in this plan year2023-02-08179782
Plan net income in this plan year2023-02-08495477
Net assets as of the end of the plan year2023-02-082271615
Net assets as of the beginning of the plan year2023-02-081776138
Employer contributions to plan in this plan year2023-02-08350000
Expensese paid to adminstrative service provicers from plan in this plan year2023-02-0819648

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