How big is Jeffrey Josef, M.D.'s plan?

Jeffrey Josef, M.D.'s plan reported $2.0M in assets and 1 participants for 2024.

Original filing (PDF)20251008204410NAL0003236371001

Jeffrey Josef, M.D.

Name: Jeffrey Josef, M.D. — Jeffrey Josef, M.D. Money, Form 5500 (2024)
Creator: Jeffrey Josef, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey Josef, M.D. Money Purchase Plan

Defined-contribution retirement plan · Jeffrey Josef, M.D.'s Jeffrey Josef, M.D. Money Purchase Plan held $2.0M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Jeffrey Josef signed Jeffrey Josef, M.D.'s 2024 Form 5500 as plan administrator.

Jeffrey Josef — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jeffrey Josef, M.D.'s EIN is 13-3672356.

EIN 13-3672356

Plan number 001

Plan year 2024

ACK ID 20251008204410NAL0003236371001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey Josef, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey Josef, M.D.'s plan includes money-purchase contributions.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY JOSEF, M.D..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

JEFFREY JOSEF, M.D.

EIN

all filings

Address

257 LAFAYETTE AVE. SUITE 350 · SUFFERN, NY · 10901

Phone

(845) 362-8500

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator