Original filing (PDF)20250728145336NAL0000994867001

ROBERT A WIZNIA M.D.

Name: ROBERT A WIZNIA M.D. — ROBERT A WIZNIA PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: ROBERT A WIZNIA M.D.

Form 5500-SF

FILING_RECEIVED

ROBERT A WIZNIA PROFIT SHARING PLAN AND TRUST

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT A WIZNIA M.D..

Plan sponsor

Name

ROBERT A WIZNIA M.D.

EIN

06-0934557

Address

850 HOWARD AVENUE · NEW HAVEN, CT · 065191106

Phone

(203) 562-9995

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-07-28

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

3B · Covers self-employed individuals

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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