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Original filing (PDF)20251008121350NAL0013352050003
BARBARA WOLNER MD
Form 5500-SF
FILING_RECEIVED
BARBARA WOLNER MD PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
3
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARBARA WOLNER MD.
Plan sponsor
Name
BARBARA WOLNER MD
EIN
14-1810424
Address
12 GRAFFUNDER DR · ALBANY, NY · 12204
Phone
(518) 281-6150
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
BARBARA WOLNER
EIN
14-1810424
City
ALBANY, NY
Phone
(518) 281-6150
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
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 providersRelated plans
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