Original filing (PDF)20251010115818NAL0007665121001

GENESEE ORTHOPEDIC AND HAND SURGERY ASSOCIATESPC

Name: GENESEE ORTHOPEDIC AND HAND SURGERY ASSOCIATESPC — GENESEE ORTHOPEDIC AND HAND SURGERY ASSOCIATES,PC EMPLOYEE PROFIT SHARING AND SAVINGS PLAN, Form 5500 (2024)
Creator: GENESEE ORTHOPEDIC AND HAND SURGERY ASSOCIATESPC

Form 5500-SF

FILING_RECEIVED

GENESEE ORTHOPEDIC AND HAND SURGERY ASSOCIATES,PC EMPLOYEE PROFIT SHARING AND SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

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 GENESEE ORTHOPEDIC AND HAND SURGERY ASSOCIATESPC.

Plan sponsor

Name

GENESEE ORTHOPEDIC AND HAND SURGERY ASSOCIATESPC

EIN

16-1212498

Address

4401 MIDDLE SETTLEMENT ROAD · SUITE 102 · NEW HARTFORD, NY · 13413

Phone

(315) 735-4496

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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