· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WILLIAM B. HEAD, JR., M.D., P.C. — DR. WILLIAM HEAD 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250519065721NAL0002158130001
WILLIAM B. HEAD, JR., M.D., P.C.
Form 5500-SF
FILING_RECEIVED
DR. WILLIAM HEAD 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
11
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WILLIAM B. HEAD, JR., M.D., P.C.
.
Find decision makers
Plan sponsor
Name
WILLIAM B. HEAD, JR., M.D., P.C.
EIN
11-2812192
Address
1100 CLOVE ROAD · SUITE LC · STATEN ISLAND, NY · 10301
Phone
(718) 448-5554
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-19
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
DAN LA, M.D. INC.
DAN LA, M.D. INC. DEFINED BENEFIT PENSION PLAN
$2.1M · 6 participants
VICKI ALBERT CHAVIN, M.D.
VAC, M.D. RETIREMENT PLAN
$2.1M · 4 participants
BRUCE K. SMITH, M.D., P.A
BRUCE K. SMITH, M.D., P.A. 401 (K) PROFIT SHARING PLAN 401 (K)
$2.1M · 3 participants
K. P. KARUNAKARAN, MD, PC
KARU MEDICAL ASSOCIATES CASH BALANCE PLAN
$2.1M · 13 participants
PLANO SUPREME PRIMARY CARE INC.
PLANO SUPREME PRIMARY CARE INC. PENSION PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.1M · 4 participants
JENNIFER POLLAK, M.D., P.A.
JENNIFER POLLAK, M.D., P.A. 401(K) PLAN
$2.1M · 8 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
