Original filing (PDF)20250416180257NAL0009085200001

DAVE FAMILY MEDICAL SERVICES, PC

Name: DAVE FAMILY MEDICAL SERVICES, PC — DAVE FAMILY MEDICAL SERVICES, PC RETIREMENT PLAN, Form 5500 (2023)
Creator: DAVE FAMILY MEDICAL SERVICES, PC

Form 5500-SF

FILING_RECEIVED

DAVE FAMILY MEDICAL SERVICES, PC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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 DAVE FAMILY MEDICAL SERVICES, PC.

Plan sponsor

Name

DAVE FAMILY MEDICAL SERVICES, PC

EIN

13-4192597

Address

110 LOCKWOOD AVENUE #202 · NEW ROCHELLE, NY · 10801

Phone

(914) 633-7200

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

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

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