Original filing (PDF)20240320122718NAL0004057266001

Westchester Medical Group, P.C. d/b/a Westmed Medical Group

Name: Westchester Medical Group, P.C. d/b/a Westmed Medical Group — Form 5500 Plan 005 (2023)
Creator: Westchester Medical Group, P.C. d/b/a Westmed Medical Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westmed Medical Group Cash Balance Pension Plan

Defined-benefit pension plan · Westchester Medical Group, P.C. d/b/a Westmed Medical Group's Westmed Medical Group Cash Balance Pension Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Westchester Medical Group, P.C. d/b/a Westmed Medical Group's EIN is 13-3884168.

EIN 13-3884168

Plan number 005

Plan year 2023

ACK ID 20240320122718NAL0004057266001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Westchester Medical Group, P.C. d/b/a Westmed Medical Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Westchester Medical Group, P.C. d/b/a Westmed Medical Group's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTCHESTER MEDICAL GROUP, P.C. D/B/A WESTMED MEDICAL GROUP.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

WESTCHESTER MEDICAL GROUP, P.C. D/B/A WESTMED MEDICAL GROUP

EIN

all filings

Address

800 WESTCHESTER AVENUE · SUITE N-715 · RYE BROOK, NY · 10573

Phone

(914) 848-8500

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-11-30

Filed

2024-03-20

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

1I · Frozen plan — no new benefit accrual

1H · PBGC-terminated and closed out

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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