Original filing (PDF)20251009081327NAL0015503826001

ASSOCIATED PULMONOLOGISTS OF WESTERN CONNECTICUT, LLC

Name: ASSOCIATED PULMONOLOGISTS OF WESTERN CONNECTICUT, LLC — ASSOCIATED PULMONOLOGISTS OF WESTERN CONNECTICUT, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: ASSOCIATED PULMONOLOGISTS OF WESTERN CONNECTICUT, LLC

Form 5500-SF

FILING_RECEIVED

ASSOCIATED PULMONOLOGISTS OF WESTERN CONNECTICUT, LLC CASH BALANCE PLAN

Defined-benefit pension 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 ASSOCIATED PULMONOLOGISTS OF WESTERN CONNECTICUT, LLC.

Plan sponsor

Name

ASSOCIATED PULMONOLOGISTS OF WESTERN CONNECTICUT, LLC

EIN

06-1391605

Address

31 OLD RT. 7, SUITE 1A · BROOKFIELD, CT · 068041714

Phone

(203) 740-2881

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

2025-10-09

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

STEPHEN A. SIEGEL

PROFIT SHARING PLAN FOR THE BENEFIT OF STEPHEN A. SIEGEL AND EMPLOYEES

$1.9M · 2 participants

JEFFREY L. GIBSON, D.O., P.C.

JEFFREY L. GIBSON, D. O. , P. C. PROFIT SHARING PLAN

$1.9M · 6 participants

KIDZ CARE CLINIC P.C.

KIDZ CARE CLINIC P.C. 401(K) PLAN

$1.9M · 13 participants

METRO DENVER PAIN MANAGEMENT, PLLC

METRO DENVER PAIN MANAGEMENT, PLLC 401(K) PLAN 002

$1.9M · 41 participants

GREENE DENTAL GROUP, LLC

GREENE DENTAL GROUP, LLC 401(K) PLAN