Original filing (PDF)20241111114111NAL0016392817001

LILLIAN R GRAF M D

Name: LILLIAN R GRAF M D — LILLIAN R GRAF MD RETIREMENT PROFIT SHARING PLAN, Form 5500 (2023)
Creator: LILLIAN R GRAF M D

Form 5500-SF

FILING_RECEIVED

LILLIAN R GRAF MD RETIREMENT PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LILLIAN R GRAF M D.

Plan sponsor

Name

LILLIAN R GRAF M D

EIN

11-2566567all filings

Address

21 PARKSIDE DR · GREAT NECK, NY · 110211042

Phone

(516) 528-6483

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-09-30

Filed

2024-11-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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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