Original filing (PDF)20241113155331NAL0010110131001

DUNCAN F. WINTER, M.D.

Name: DUNCAN F. WINTER, M.D. — DR. DUNCAN F. WINTER PROFIT SHARING PLAN, Form 5500 (2023)
Creator: DUNCAN F. WINTER, M.D.

Form 5500-SF

FILING_RECEIVED

DR. DUNCAN F. WINTER PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUNCAN F. WINTER, M.D..

Plan sponsor

Name

DUNCAN F. WINTER, M.D.

EIN

14-1810221

Address

85 TOWN OFFICE ROAD · TROY, NY · 12180

Phone

(518) 891-5189

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

2024-01-01

Tax period

2024-07-31

Filed

2024-11-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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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