Original filing (PDF)20250922063436NAL0004902321001

ALPHONSE ALTORELLI, M.D., P.C.

Name: ALPHONSE ALTORELLI, M.D., P.C. — ALPHONSE ALTORELLI, M.D., P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ALPHONSE ALTORELLI, M.D., P.C.

Form 5500-SF

FILING_RECEIVED

ALPHONSE ALTORELLI, M.D., P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 ALPHONSE ALTORELLI, M.D., P.C..

Plan sponsor

Name

ALPHONSE ALTORELLI, M.D., P.C.

EIN

06-1079349

Address

125 NEW MILFORD TURNPIKE · NEW PRESTON, CT · 06777

Phone

(860) 868-7318

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-09-22

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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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