Original filing (PDF)20251006162738NAL0002249811001

DR. MITCHELL CHARNAS & DR. JOHN VARGAS LLP

Name: DR. MITCHELL CHARNAS & DR. JOHN VARGAS LLP — DR. CHARNAS & DR. VARGAS LLP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DR. MITCHELL CHARNAS & DR. JOHN VARGAS LLP

Form 5500-SF

FILING_RECEIVED

DR. CHARNAS & DR. VARGAS LLP PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 DR. MITCHELL CHARNAS & DR. JOHN VARGAS LLP.

Plan sponsor

Name

DR. MITCHELL CHARNAS & DR. JOHN VARGAS LLP

EIN

13-2762603

Address

200 MADISON AVENUE, SUITE 2201 · NEW YORK, NY · 100163422

Phone

(212) 683-2530

Industry

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

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

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 providers

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