· 2022–2024 · DOL EFAST2

LAWRENCE J. FINKEL, M.D., P.C. — LAWRENCE J. FINKEL, M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250129120557NAL0015253697001

LAWRENCE J. FINKEL, M.D., P.C.

Form 5500-SF

FILING_RECEIVED

LAWRENCE J. FINKEL, M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

7

Accounts w/ balance

8

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score

92

/ 100

Grade A

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

72

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAWRENCE J. FINKEL, M.D., P.C..

Plan sponsor

Name

LAWRENCE J. FINKEL, M.D., P.C.

EIN

11-3656672

Address

360 CHURCH STREET · WARRENTON, VA · 20186

Phone

(540) 347-2020

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

2025-01-29

Pension benefit codes

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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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