Original filing (PDF)20251015123228NAL0009600754001

VIJAY B. VAD, MD, PC

Name: VIJAY B. VAD, MD, PC — VIJAY B. VAD, MD, PC CASH BALANCE PLAN, Form 5500 (2024)
Creator: VIJAY B. VAD, MD, PC

Form 5500-SF

FILING_RECEIVED

VIJAY B. VAD, MD, PC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 VIJAY B. VAD, MD, PC.

Plan sponsor

Name

VIJAY B. VAD, MD, PC

EIN

13-4103261

Address

519 EAST 72ND STREET · SUITE 203 · NEW YORK, NY · 10021

Phone

(212) 606-1306

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

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

Related plans

Similar-size Offices of Physicians plans

LAKE FOREST INTERNAL MEDICINE, LTD.

LAKE FOREST INTERNAL MEDICINE, LTD. 401 (K) PLAN

$2.5M · 9 participants

HARRISONBURG FOOT AND ANKLE CLINIC PC

HARRISONBURG FOOT AND ANKLE CLINIC PC 401(K) PLAN

$2.5M · 6 participants

CENTRAL PA CARDIOLOGY, LLC

CENTRAL PA CARDIOLOGY, LLC 401(K) PROFIT SHARING PLAN

$2.5M · 14 participants

RAMU THIAGARAJAN, M.D., A PROFESSIONAL MEDICAL

RAMU THIAGARAJAN, M.D., A PROFESSIONAL MEDICAL CORP. CASH BALANCE PLAN

$2.5M · 4 participants