How big is Joel B. Loewenstein, M.D., P.C.'s plan?

Joel B. Loewenstein, M.D., P.C.'s plan reported $1.6M in assets and 2 participants for 2025.

Original filing (PDF)20260305124136NAL0006633632001

Joel B. Loewenstein, M.D., P.C.

Name: Joel B. Loewenstein, M.D., P.C. — Joel B. Loewenstei, Form 5500 (2025)
Creator: Joel B. Loewenstein, M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joel B. Loewenstein, M.D., P.C. Profit Sharing Plan

Defined-contribution retirement plan · Joel B. Loewenstein, M.D., P.C.'s Joel B. Loewenstein, M.D., P.C. Profit Sharing Plan held $1.6M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Joel B. Loewenstein, M.D., P.C.'s EIN is 11-2552957.

EIN 11-2552957

Plan number 001

Plan year 2025

ACK ID 20260305124136NAL0006633632001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Joel B. Loewenstein, M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Joel B. Loewenstein, M.D., P.C.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOEL B. LOEWENSTEIN, M.D., P.C..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

JOEL B. LOEWENSTEIN, M.D., P.C.

EIN

all filings

Address

40 HERRICK DRIVE · LAWRENCE, NY · 11559

Phone

(516) 632-4141

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator