Original filing (PDF)20250709152618NAL0005857297001

CARNESS AND LEVY, P.C.

Name: CARNESS AND LEVY, P.C. — CARNESS & LEVY PROFIT SHARING PLAN, Form 5500 (2023)
Creator: CARNESS AND LEVY, P.C.

Form 5500-SF

FILING_RECEIVED

CARNESS & LEVY PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 CARNESS AND LEVY, P.C..

Plan sponsor

Name

CARNESS AND LEVY, P.C.

EIN

13-3146936

Address

70 EAST 10TH STREET · NEW YORK, NY · 10003

Phone

(212) 477-2880

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-07-09

Pension benefit codes

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

Related plans

Similar-size Offices of Physicians plans

VENKATAPPA M. PADMANABHA M.D.

DAKSHAYANI PADMANABHA AND VENKATAPPA M. PADMANABHA M.D. DEFINED BENEFIT PENSION PLAN

$2.1M · 2 participants

MOD DERMATOLOGY, PC

MOD DERMATOLOGY, PC SAFE HARBOR 401(K) PLAN

$2.1M · 39 participants

GARDEN STATE PAIN MANAGEMENT, P.A.

GARDEN STATE PAIN MANAGEMENT, P.A. 401(K) PLAN

$2.1M · 5 participants

MONTANA SPORT & SPINE PLLC DBA BOZEMAN SPORT & SPINE

MONTANA SPORT AND SPINE PLLC 401(K) PROFIT SHARING PLAN

$2.1M · 2 participants

PHILADELPHIA FAMILY MEDICINE