· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ANN LANG, M.A., O.T.R., C.H.T. — ANN LANG, M.A., O.T.R., C.H.T. PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240617103919NAL0002982866001
ANN LANG, M.A., O.T.R., C.H.T.
Form 5500-SF
FILING_RECEIVED
ANN LANG, M.A., O.T.R., C.H.T. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
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
ANN LANG, M.A., O.T.R., C.H.T.
.
Find decision makers
Plan sponsor
Name
ANN LANG, M.A., O.T.R., C.H.T.
EIN
13-3311628
Address
263 WEST END AVENUE, 1C · NEW YORK, NY · 100232613
Phone
(212) 787-6585
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
3B · Covers self-employed individuals
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 Health Care & Social Assistance plans
ERS HOLDING MANAGEMENT, LLC
ELITE REHAB SOLUTIONS 401(K) PLAN
$2.9M · 76 participants
SPOT REHABILITATION, INC.
SPOT REHABILITATION, INC. 401(K) PLAN
$2.9M · 49 participants
PTCN, INC.
PTCN, INC. 401(K) PLAN
$2.9M · 40 participants
ACTION PHYSICAL THERAPY & REHABILITATION, INC.
ACTION PHYSICAL THERAPY 401(K) PLAN
$2.9M · 54 participants
FOX CHAPEL PHYSICAL THERAPY
FOX CHAPEL PHYSICAL THERAPY 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.9M · 22 participants
SPORTS MEDICINE AND ORTHOPEDIC SURGERY
SPORTS MEDICINE & ORTHOPEDIC SURGERY, P.C. CASH BALANCE PLAN
$2.9M · 10 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B