Original filing (PDF)20240728130200NAL0010324899001

KENNETH M. ROSE M.D.

Name: KENNETH M. ROSE M.D. — FOR KENNETH ROSE MD PROFIT SHARING PLAN DTD 01/01/03, Form 5500 (2023)
Creator: KENNETH M. ROSE M.D.

Form 5500-SF

FILING_RECEIVED

FOR KENNETH ROSE MD PROFIT SHARING PLAN DTD 01/01/03

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 KENNETH M. ROSE M.D..

Plan sponsor

Name

KENNETH M. ROSE M.D.

EIN

13-3960224

Address

300 EAST 56TH STREET APT 14C · NEW YORK, NY · 10022

Phone

(212) 888-7773

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

KENNETH M. ROSE M.D.

EIN

13-3960224

City

NEW YORK, NY

Phone

(212) 888-7773

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-28

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

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