Original filing (PDF)20260107080310NAL0008060465001

STATEN ISLAND ORTHOPEDICS & SPORTS MEDICINE, PC

Name: STATEN ISLAND ORTHOPEDICS & SPORTS MEDICINE, PC — S.I.O. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STATEN ISLAND ORTHOPEDICS & SPORTS MEDICINE, PC

Form 5500-SF

FILING_RECEIVED

S.I.O. PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 1.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STATEN ISLAND ORTHOPEDICS & SPORTS MEDICINE, PC.

Plan sponsor

Name

STATEN ISLAND ORTHOPEDICS & SPORTS MEDICINE, PC

EIN

13-3140219

Address

2052 RICHMOND RD · STATEN ISLAND, NY · 103062583

Phone

(718) 351-6500

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2026-01-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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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MARK P. BATRICE, M.D., P.A.