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ALAN B. WACHTEL, M.D.,P.C. — ALAN B. WACHTEL, M.D.,P.C. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010095522NAL0007901985001
ALAN B. WACHTEL, M.D.,P.C.
Form 5500-SF
FILING_RECEIVED
ALAN B. WACHTEL, M.D.,P.C. PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
6
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
ALAN B. WACHTEL, M.D.,P.C.
.
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Plan sponsor
Name
ALAN B. WACHTEL, M.D.,P.C.
EIN
13-3112926
Address
34 S BROADWAY-SUITE 702 · SCARSDALE, NY · 10601
Phone
(212) 348-0175
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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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Helping the score
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