· 2022–2024 · DOL EFAST2

JAMES B. ISRAEL M.D., P.C. — JAMES B. ISRAEL M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN, Form 5500 (2022)

Original filing (PDF)20240507084359NAL0030426176001

JAMES B. ISRAEL M.D., P.C.

Form 5500-SF

FILING_RECEIVED

JAMES B. ISRAEL M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

0

Accounts w/ balance

1

Plan assets (EOY)

$330K

Net assets (EOY)

$330K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

99

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JAMES B. ISRAEL M.D., P.C.

EIN

13-3082037all filings

Address

222 ROUTE 59 · SUITE 105 · SUFFERN, NY · 10901

Phone

(845) 368-0331

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-09-01

Tax period

2023-08-31

Filed

2024-05-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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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