Back to filter
Original filing (PDF)20251008091241NAL0009443072001
JULIUS SHULMAN, M.D., P.C.
Form 5500-SF
FILING_RECEIVED
JULIUS SHULMAN, M.D., P.C. 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
13
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JULIUS SHULMAN, M.D., P.C..
Plan sponsor
Name
JULIUS SHULMAN, M.D., P.C.
EIN
13-3057294
Address
229 EAST 79TH STREET · NEW YORK, NY · 10075
Phone
(212) 861-6200
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
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
Similar-size Offices of Physicians plans
DR. MICHAEL NAGY, M.D.
DR. MICHAEL W. NAGY, MD CASH BALANCE PLAN
$2.4M · 16 participants
BALDEV GUPTA MD PC
BALDEV GUPTA MD PC PROFIT SHARING PENSION PLAN
$2.4M · 7 participants
CHESTER PEDIATRICS, P.C.
CHESTER PEDIATRICS, P.C. PROFIT SHARING PLAN
$2.4M · 15 participants
NEUROSURGICAL SERVICES, PLLC
NEUROSURGICAL SERVICES, PLLC DEFINED BENEFIT PENSION PLAN
$2.4M · 4 participants
ANDRES PATRON, D.O., P.A.
ANDRES PATRON, D.O., P.A. RETIREMENT PLAN AND TRUST
$2.4M · 6 participants
JENNIFER TEDDER, D.D.S., P.A.
JENNIFER TEDDER DDS PA 401K PROFIT SHARING PLAN
$2.4M · 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