Original filing (PDF)20230625152615NAL0003653488001

LEIGH LACHMAN, M.D.

Name: LEIGH LACHMAN, M.D. — LEIGH LACHMAN, M.D. PROFIT SHARING PLAN, Form 5500 (2022)
Creator: LEIGH LACHMAN, M.D.

Form 5500-SF

FILING_RECEIVED

LEIGH LACHMAN, M.D. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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 LEIGH LACHMAN, M.D..

Plan sponsor

Name

LEIGH LACHMAN, M.D.

EIN

13-3244267

Address

17 STRATFORD DRIVE · LIVINGSTON, NJ · 07039

Phone

(212) 752-7171

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

MICHAEL JAY ROSENBLATT MD PA

MICHAEL JAY ROSENBLATT MD PROFIT SHARING RETIREMENT PLAN AND TRUST

$4.6M · 5 participants

CHILDREN'S MEDICAL ASSOCIATES, P.C.

CHILDREN'S MEDICAL ASSOCIATES, P.C. PROFIT SHARING PLAN

$4.6M · 8 participants

GOLDENBERG & ASSOCIATES MEDICAL SUR

MEDICAL SURGICAL CLINIC 401(K) PROFIT SHARING PLAN

$4.6M · 7 participants

AMARILLO HEART INSTITUTE

AMARILLO HEART INSTITUTE 401(K) AND PROFIT SHARING PLAN

$4.6M · 59 participants

SMB MEDICAL PC