Original filing (PDF)20251009082429NAL0006674913001

Charlotte ANN RHEE, M.D., P.C.

Name: Charlotte ANN RHEE, M.D., P.C. — Charlotte ANN RHEE, Form 5500 (2024)
Creator: Charlotte ANN RHEE, M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlotte ANN RHEE, M.D., P.C. Defined Benefit Plan

Defined-benefit pension plan · Charlotte ANN RHEE, M.D., P.C.'s Charlotte ANN RHEE, M.D., P.C. Defined Benefit Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Charlotte ANN RHEE, M.D., P.C.'s EIN is 11-3510715.

EIN 11-3510715

Plan number 002

Plan year 2024

ACK ID 20251009082429NAL0006674913001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charlotte ANN RHEE, M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charlotte ANN RHEE, M.D., P.C.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLOTTE ANN RHEE, M.D., P.C..

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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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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

CHARLOTTE ANN RHEE, M.D., P.C.

EIN

all filings

Address

257 EAST JERICHO TPK · HUNTINGTON STATION, NY · 11746

Phone

(631) 424-6707

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-09-25

Filed

2025-10-09

Pension benefit codes

1A · Pay-related DB formula

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

1I · Frozen plan — no new benefit accrual

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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