· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GERSTENFELD & GERSTENFELD, MD, PC — GERSTENFELD & GERSTENFELD, MD, PC PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250605075611NAL0032888946001
GERSTENFELD & GERSTENFELD, MD, PC
Form 5500-SF
FILING_RECEIVED
GERSTENFELD & GERSTENFELD, MD, PC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
34
Accounts w/ balance
40
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GERSTENFELD & GERSTENFELD, MD, PC
.
Find decision makers
Plan sponsor
Name
GERSTENFELD & GERSTENFELD, MD, PC
EIN
13-4067053
Address
4299 HYLAN BLVD · STATEN ISLAND, NY · 10312
Phone
(718) 984-7616
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-06-05
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
TUMOR INSTITUTE RADIATION ONCOLOGY GROUP
TUMOR INSTITUTE RADIATION ONCOLOGY GROUP PARTNER CASH BALANCE PLAN
$7.8M · 12 participants
SOUTH GEORGIA PEDIATRIC & ALLERGY CENTER, PC
SOUTH GEORGIA PEDIATRIC & ALLERGY CENTER, PC 401K PROFIT SHARING PLAN
$7.8M · 35 participants
SACRAMENTO EYE CONSULTANTS A MEDICAL CORPORATION
SACRAMENTO EYE CONSULTANTS 401K PROFIT SHARING PLAN
$7.8M · 48 participants
DRS. RUMBARGER & SCHIRO, P. A.
DRS. RUMBARGER & SCHIRO, P. A. PROFIT SHARING PLAN AND TRUST
$7.8M · 7 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LEON MEAD, M.D., P.A.
LEON MEAD, MD, PA 401(K) PLAN
$7.8M · 9 participants
TORRANCE ORTHOPEDIC & SPORTS MEDICINE GROUP
TORRANCE ORTHOPEDIC & SPORTS MEDICINE GROUP 401 (K) PROFIT SHARING PLAN
$7.8M
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
