Original filing (PDF)20250415143938NAL0003380321001

STEPHEN J. NICHOLAS, M.D., P.C. DBA NY ORTHOPEDICS

Name: STEPHEN J. NICHOLAS, M.D., P.C. DBA NY ORTHOPEDICS — STEPHEN J. NICHOLAS, M.D., P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STEPHEN J. NICHOLAS, M.D., P.C. DBA NY ORTHOPEDICS

Form 5500-SF

FILING_RECEIVED

STEPHEN J. NICHOLAS, M.D., P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

104

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEPHEN J. NICHOLAS, M.D., P.C. DBA NY ORTHOPEDICS.

Plan sponsor

Name

STEPHEN J. NICHOLAS, M.D., P.C. DBA NY ORTHOPEDICS

EIN

13-3672812

Address

2 OVERHILL RD · SCARSDALE, NY · 105835323

Phone

(516) 338-5099

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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