How big is David O. Volpi, M.D. P.C.'s plan?

David O. Volpi, M.D. P.C.'s plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20251013111249NAL0002549874001

David O. Volpi, M.D. P.C.

Name: David O. Volpi, M.D. P.C. — David Volpi 401(k), Form 5500 (2024)
Creator: David O. Volpi, M.D. P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Volpi 401(k) Profit Sharing Plan

401(k) retirement plan · David O. Volpi, M.D. P.C.'s David Volpi 401(k) Profit Sharing Plan held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

David O. Volpi, M.D. P.C.'s EIN is 13-3923884.

EIN 13-3923884

Plan number 004

Plan year 2024

ACK ID 20251013111249NAL0002549874001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David O. Volpi, M.D. P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David O. Volpi, M.D. P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

DAVID O. VOLPI, M.D. P.C.

EIN

all filings

Address

262 CENTRAL PARK WEST - #1H · NEW YORK, NY · 100243512

Phone

(212) 873-6036

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator