Original filing (PDF)20231113140259NAL0004690608001

KEVIN WRIGHT MD PC

Name: KEVIN WRIGHT MD PC — KEVIN WRIGHT MD PC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: KEVIN WRIGHT MD PC

Form 5500-SF

FILING_RECEIVED

KEVIN WRIGHT MD PC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEVIN WRIGHT MD PC.

Plan sponsor

Name

KEVIN WRIGHT MD PC

EIN

02-0747884

Address

51 EAST 25TH STREET · 6TH FLOOR · NEW YORK, NY · 10010

Phone

(917) 202-9544

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-06-30

Filed

2023-11-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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