Original filing (PDF)20251008204410NAL0003236371001

JEFFREY JOSEF, M.D.

Name: JEFFREY JOSEF, M.D. — JEFFREY JOSEF, M.D. MONEY PURCHASE PLAN, Form 5500 (2024)
Creator: JEFFREY JOSEF, M.D.

Form 5500-SF

FILING_RECEIVED

JEFFREY JOSEF, M.D. MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 JEFFREY JOSEF, M.D..

Plan sponsor

Name

JEFFREY JOSEF, M.D.

EIN

13-3672356

Address

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

Phone

(845) 362-8500

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2C · Money purchase (other than target benefit)

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

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