· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STEVEN J. GAUNYA, D.C., P.C. PROFIT — STEVEN J. GAUNYA, D. C. P. C. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250730062915NAL0004263905001
STEVEN J. GAUNYA, D.C., P.C. PROFIT
Form 5500-SF
FILING_RECEIVED
STEVEN J. GAUNYA, D. C. P. C. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
5
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STEVEN J. GAUNYA, D.C., P.C. PROFIT
.
Find decision makers
Plan sponsor
Name
STEVEN J. GAUNYA, D.C., P.C. PROFIT
EIN
04-3017758
Address
57 MAIN STREET · STURBRIDGE, MA · 01566
Phone
(508) 765-1623
Industry
Health Care & Social Assistance
see 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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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
Related plans
Similar-size Health Care & Social Assistance plans
JAMES A. DEMPSEY, DDS PC
WESTBROOKE FAMILY DENTISTRY 401(K) PLAN AND TRUST
$1.0M · 5 participants
J.D. D'AGOSTINI DC PC
J.D. D'AGOSTINI DC PC 401(K) PLAN
$1.0M · 9 participants
MICHAEL J. COHEN, D.C.,P.A.
NOB HILL FAMILY CHIROPRACTIC 401(K) PLAN
$1.0M · 4 participants
DAVIS CHIROPRACTIC CENTER
DAVIS CHIROPRACTIC CENTER RETIREMENT PLAN
$1.0M · 3 participants
WHOLE FAMILY CHIROPRACTIC, LLC
WHOLE FAMILY CHIROPRACTIC 401(K) PLAN
80
Knocking points off
63% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.0M · 11 participants
FRAME FAMILY WELLNESS CENTER, INC.
MICKEY FRAME 401(K) PLAN
$1.0M · 7 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B