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Original filing (PDF)20241203232242NAL0004704352001
SERGIU MARCUS, MD PC
Form 5500-SF
FILING_RECEIVED
SERGIU MARCUS, MD RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
Late filing · 12.6 mo
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 12.6 months past the 10.5-month grace window.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SERGIU MARCUS, MD PC.
Plan sponsor
Name
SERGIU MARCUS, MD PC
EIN
11-3026270
Address
66 CLOVER DRIVE · GREAT NECK, NY · 11021
Phone
(516) 482-5937
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-12-04
Pension benefit codes
2E · Profit-sharing
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 providersRelated plans
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