Original filing (PDF)20250810170111NAL0008961120001

JONATHAN A. SLATER, M.D.

Name: JONATHAN A. SLATER, M.D. — JONATHAN A. SLATER, M.D. SELF-EMPLOYED RETIREMENT PLAN, Form 5500 (2024)
Creator: JONATHAN A. SLATER, M.D.

Form 5500-SF

FILING_RECEIVED

JONATHAN A. SLATER, M.D. SELF-EMPLOYED RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 JONATHAN A. SLATER, M.D..

Plan sponsor

Name

JONATHAN A. SLATER, M.D.

EIN

13-3844898

Address

14 BELLAIR DRIVE · HASTING ON HUDSON, NY · 10706

Phone

(914) 591-4040

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-08-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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 All Other Professional Services plans

INTELLIGENT TECHNOLOGIES, INC.

INTELLIGENT TECHNOLOGIES, INC. 401K PLAN

$2.2M · 7 participants

GLOBAL PROMOTIONAL SOURCING, LLC DBA PROFORMA GPS

GLOBAL PROMOTIONAL SOURCING, LLC 401(K) PROFIT SHARING PLAN

$2.2M · 17 participants

MANU-TEK INC.

MANU-TEK INC. 401(K) PROFIT SHARING PLAN

$2.2M · 4 participants

GENUITY CONCEPTS INC

GENUITY CONCEPTS INC 401(K) PROFIT SHARING PLAN AND TRUST

$2.2M · 6 participants

CAFRARU CONSULTING, INC.

CAFRARU CONSULTING, INC. CASH BALANCE PLAN