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 — WESTMED MEDICAL GROUP CASH BALANCE PENSION PLAN, Form 5500 (2023)
Creator: WESTCHESTER MEDICAL GROUP, P.C. D/B/A WESTMED MEDICAL GROUP

Form 5500-SF

FILING_RECEIVED

WESTMED MEDICAL GROUP CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTCHESTER MEDICAL GROUP, P.C. D/B/A WESTMED MEDICAL GROUP.

Plan sponsor

Name

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

EIN

13-3884168

Address

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

Phone

(914) 848-8500

Industry

Offices of Physicians· Health Care & Social Assistancesee all

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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