· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JOSHI MEDICAL SERVICES, P.C. — JOSHI MEDICAL RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251007162424NAL0008537776001
JOSHI MEDICAL SERVICES, P.C.
Form 5500-SF
FILING_RECEIVED
JOSHI MEDICAL RETIREMENT PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
23
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 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
JOSHI MEDICAL SERVICES, P.C.
.
Find decision makers
Plan sponsor
Name
JOSHI MEDICAL SERVICES, P.C.
EIN
04-3251815
Address
199 BOSTON ROAD · SUITE # 4 · NORTH BILLERICA, MA · 01862
Phone
(978) 670-1300
Industry
Offices of Physicians
· 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
JOSEPH CORRADO, M.D.
JOSEPH A. CORRADO, M.D. 401K PROFIT SHARING PLAN
$2.0M · 4 participants
SONIA GIDWANI, MD, PLLC
OUR KIDS' MD CASH BALANCE PLAN
$2.0M · 5 participants
ANDREW AUNG MD INC.
ANDREW AUNG MD INC. 401K PLAN
$2.0M · 4 participants
HUDSON DERMATOLOGY, P.C.
HUDSON DERMATOLOGY, P.C. 401(K) PLAN
$2.0M · 87 participants
METROLINA INTERNAL MEDICINE P.A.
METROLINA INTERNAL MEDICINE P.A. 401(K) PLAN
$2.0M · 11 participants
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ANTELOPE VALLEY NEPHROLOGY MEDICAL GROUP, INC.
ANTELOPE VALLEY NEPHROLOGY MEDICAL GROUP, INC., CASH BALANCE PENSION PLAN
$2.0M · 9 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
