· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HEART & LUNG ASSOCIATES, PC — HEART & LUNG ASSOCIATES, PC CASH BALANCE PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240627121541NAL0006246483001
HEART & LUNG ASSOCIATES, PC
Form 5500-SF
FILING_RECEIVED
HEART & LUNG ASSOCIATES, PC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
HEART & LUNG ASSOCIATES, PC
.
Find decision makers
Plan sponsor
Name
HEART & LUNG ASSOCIATES, PC
EIN
11-3637011
Address
42-23 FRANCIS LEWIS BLVD., · SUITE 105 · BAYSIDE, NY · 11361
Phone
(718) 225-2532
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-27
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
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
Related plans
Similar-size Offices of Physicians plans
SALEEM HUSAIN M.D., P.C.
SALEEM HUSAIN M.D., P.C. CASH BALANCE PENSION PLAN
$1.1M · 4 participants
GASTROENTEROLOGY & NUTRITION, P.C.
GASTROENTEROLOGY & NUTRITION, P.C. DEFINED BENEFIT PLAN
$1.1M · 3 participants
LISA D. ZACK, M.D., P.A.
FLORIDA COASTAL DERMATOLOGY 401(K) PROFIT SHARING PLAN
$1.1M · 18 participants
NABIL SALEH, M.D., LTD.
NABIL SALEH, M.D., LTD. PROFIT SHARING PLAN
$1.1M · 3 participants
EAR NOSE & THROAT ASSOCIATES
EAR NOSE & THROAT ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST
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.
$1.1M · 7 participants
REGIONAL MEDICAL ASSOCIATES, PLLC
REGIONAL MEDICAL ASSOCIATES, PLLC CASH BALANCE PENSION PLAN
$1.1M · 2 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
