Original filing (PDF)20230826150324NAL0001941009001

Brian Margolis, M.D.

Name: Brian Margolis, M.D. — Brian Margolis, M.D. Profit, Form 5500 (2022)
Creator: Brian Margolis, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brian Margolis, M.D. Profit Sharing Plan

401(k) retirement plan · Brian Margolis, M.D.'s Brian Margolis, M.D. Profit Sharing Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Louis A. Lonetto signed Brian Margolis, M.D.'s 2022 Form 5500 as plan administrator.

Louis A. Lonetto — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Brian Margolis, M.D.'s EIN is 11-2802825.

EIN 11-2802825

Plan number 003

Plan year 2022

ACK ID 20230826150324NAL0001941009001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Brian Margolis, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Brian Margolis, M.D.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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 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.

Plan sponsor

Name

BRIAN MARGOLIS, M.D.

EIN

all filings

Address

3 SCHOONERS COVE · EAST SETAUKET, NY · 11733

Phone

(631) 360-8481

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-26

Pension benefit codes

2E · Profit-sharing

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

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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