Original filing (PDF)20240312103235NAL0022951827001

LAURA CARBONE MD

Name: LAURA CARBONE MD — LAURA CARBONE MD EMPLOYEE PROFIT SHARING PLAN, Form 5500 (2023)
Creator: LAURA CARBONE MD

Form 5500-SF

FILING_RECEIVED

LAURA CARBONE MD EMPLOYEE PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 LAURA CARBONE MD.

Plan sponsor

Name

LAURA CARBONE MD

EIN

14-1752689

Address

34 MACDONOUGH STREET · PLATTSBURG, NY · 12901

Phone

(518) 563-2057

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-03-12

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3B · Covers self-employed individuals

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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