Original filing (PDF)20250702165749NAL0020158192001

JONATHAN BORAK & COMPANY, INC.

Name: JONATHAN BORAK & COMPANY, INC. — JONATHAN BORAK & COMPANY, INC. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JONATHAN BORAK & COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

JONATHAN BORAK & COMPANY, INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 JONATHAN BORAK & COMPANY, INC..

Plan sponsor

Name

JONATHAN BORAK & COMPANY, INC.

EIN

06-1186701

Address

234 CHURCH STREET · 6TH FLOOR · NEW HAVEN, CT · 06510

Phone

(203) 777-6611

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-02

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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 Offices of Physicians plans

MCMINNVILLE IMAGING ASSOCIATES, LLC

MCMINNVILLE IMAGING ASSOCIATES, L.L.P. PROFIT SHARING PLAN

$1.9M · 2 participants

RAINCROSS MEDICAL GROUP, INC.

RAINCROSS MEDICAL GROUP, INC. RETIREMENT SAVINGS P

$1.9M · 27 participants

BEST CENTER, INC.

BEST CENTER, INC. 401(K) PLAN

$1.9M · 9 participants

GRACE E. HWANG, M.D.

GRACE E. HWANG, M.D. CASH BALANCE PLAN

$1.9M · 6 participants

HOSPITAL CARE GROUP, P.C.

HOSPITAL CARE GROUP, P.C. RETIREMENT READINESS 401(K) PLAN