Original filing (PDF)20251111140002NAL0006242385001

HUDSON VALLEY EYE SURGEONS, P.C.

Name: HUDSON VALLEY EYE SURGEONS, P.C. — HUDSON VALLEY EYE SURGEONS, P.C. RETIREMENT TRUST, Form 5500 (2024)
Creator: HUDSON VALLEY EYE SURGEONS, P.C.

Form 5500-SF

FILING_RECEIVED

HUDSON VALLEY EYE SURGEONS, P.C. RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 HUDSON VALLEY EYE SURGEONS, P.C..

Plan sponsor

Name

HUDSON VALLEY EYE SURGEONS, P.C.

EIN

14-1558181

Address

200 WESTAGE BUSINESS CENTER DRIVE · FISHKILL, NY · 12524

Phone

(845) 896-9280

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

2024-02-01

Tax period

2025-01-31

Filed

2025-11-11

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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