Original filing (PDF)20231010120837NAL0037009104001

ZITO & GOLDSTEIN, M.D.

Name: ZITO & GOLDSTEIN, M.D. — ZITO AND GOLDSTEIN, M. D. PROFIT SHARING PLAN, Form 5500 (2022)
Creator: ZITO & GOLDSTEIN, M.D.

Form 5500-SF

FILING_RECEIVED

ZITO AND GOLDSTEIN, M. D. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$556K

Net assets (EOY)

$556K

Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZITO & GOLDSTEIN, M.D..

Plan sponsor

Name

ZITO & GOLDSTEIN, M.D.

EIN

16-1090259all filings

Address

61 MONROE AVENUE - SUITE A · PITTSFORD, NY · 14534

Phone

(585) 385-3711

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-10

Pension benefit codes

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

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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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