Original filing (PDF)20250929185231NAL0015569795001

HUDSON VALLEY GASTROENTEROLOGY, P.C.

Name: HUDSON VALLEY GASTROENTEROLOGY, P.C. — HUDSON VALLEY GASTROENTEROLOGY, P.C. RETIREMENT PLAN, Form 5500 (2024)
Creator: HUDSON VALLEY GASTROENTEROLOGY, P.C.

Form 5500-SF

FILING_RECEIVED

HUDSON VALLEY GASTROENTEROLOGY, P.C. RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 GASTROENTEROLOGY, P.C..

Plan sponsor

Name

HUDSON VALLEY GASTROENTEROLOGY, P.C.

EIN

14-1789578

Address

26 PEARL STREET · KINGSTON, NY · 12401

Phone

(845) 331-8222

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-09-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

WEN JUNG LIN, M.D. FAAP

WEN JUNG LIN, M.D. FAAP RETIREMENT PLAN

$2.0M · 7 participants

REDWOOD RADIOLOGY GROUP, INC.

REDWOOD RADIOLOGY GROUP 401(K) PLAN

$2.0M · 2 participants

CENTER OF ORTHOPEDIC EXCELLENCE, INC.

CENTER OF ORTHOPEDIC EXCELLENCE 401K PLAN

$2.0M · 1 participants

GREENSBORO DERMATOLOGY ASSOCIATES, P.A.

GREENSBORO DERMATOLOGY ASSOCIATES, P.A. CASH BALANCE PENSION PLAN

$2.0M · 34 participants

MARTIN K. JONES, M.D., INC.

MARTIN K. JONES, M.D., INC. PROFIT SHARING PLAN