Original filing (PDF)20251013085313NAL0002216130001

PHILIP A. PENEPENT, JR.

Name: PHILIP A. PENEPENT, JR. — PHILIP A. PENEPENT 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PHILIP A. PENEPENT, JR.

Form 5500-SF

FILING_RECEIVED

PHILIP A. PENEPENT 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 PHILIP A. PENEPENT, JR..

Plan sponsor

Name

PHILIP A. PENEPENT, JR.

EIN

16-1201400

Address

5196 GENESEE STREET · BOWMANSVILLE, NY · 14026

Phone

(716) 681-1895

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

SULLIVAN COUNTY INTERNAL MEDICINE, LLC

SULLIVAN COUNTY INTERNAL MEDICINE 401(K) PLAN

$3.3M · 8 participants

PSORIASIS AND ECZEMA TREATMENT CENTER OF WESTERN MICHIGAN, PLLC

PSORIASIS AND ECZEMA TREATMENT CENTER OF WESTERN MICHIGAN, PLLC 401(K) PROFIT SHARING PLAN

$3.3M · 14 participants

CARDIAC ARRHYTHMIA SERVICES LTD

CARDIAC ARRHYTHMIA SERVICES LTD PROFIT SHARING PLA

$3.3M · 4 participants

EJAZ KAMBOJ MD, INC

EJAZ KAMBOJ MD, INC DEFINED BENEFIT PENSION PLAN AND TRUST

$3.3M · 4 participants