Original filing (PDF)20250724085602NAL0002333555001

JEFFREY F. ZWERLING, M.D. P.C.

Name: JEFFREY F. ZWERLING, M.D. P.C. — JEFFREY F. ZWERLING, M.D. P.C. RETIREMENT PLAN - PROFIT SHARING, Form 5500 (2024)
Creator: JEFFREY F. ZWERLING, M.D. P.C.

Form 5500-SF

FILING_RECEIVED

JEFFREY F. ZWERLING, M.D. P.C. RETIREMENT PLAN - PROFIT SHARING

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 JEFFREY F. ZWERLING, M.D. P.C..

Plan sponsor

Name

JEFFREY F. ZWERLING, M.D. P.C.

EIN

11-3022625

Address

980 ALLEN LANE · WOODMERE, NY · 11598

Phone

(718) 634-5808

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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