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DOUGLAS L. BILINSKI, MD — DOUGLAS L. BILINSKI, MD AND WENDY JACOBY, MD PROFIT-SHARING PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230719094330NAL0003688802001
DOUGLAS L. BILINSKI, MD
Form 5500-SF
FILING_RECEIVED
DOUGLAS L. BILINSKI, MD AND WENDY JACOBY, MD PROFIT-SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
1
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
87
/ 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
DOUGLAS L. BILINSKI, MD
.
Find decision makers
Plan sponsor
Name
DOUGLAS L. BILINSKI, MD
EIN
06-1169308
Address
9 WASHINGTON AVENUE · HAMDEN, CT · 06518
Phone
(203) 281-6678
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
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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.
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Trustee phone
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