Original filing (PDF)20251009130719NAL0006624657001

NAJI EL-KHOURY, MD, PLLC

Name: NAJI EL-KHOURY, MD, PLLC — NAJI EL-KHOURY, MD, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: NAJI EL-KHOURY, MD, PLLC

Form 5500-SF

FILING_RECEIVED

NAJI EL-KHOURY, MD, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 NAJI EL-KHOURY, MD, PLLC.

Plan sponsor

Name

NAJI EL-KHOURY, MD, PLLC

EIN

16-1483186

Address

77 GENESEE ST. · NEW HARTFORD, NY · 13413

Phone

(315) 732-6100

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

ROBERT APPLEBAUM M.D. INC.

ROBERT APPLEBAUM M.D., INC. 401(K) PROFIT SHARING PLAN

$2.7M · 6 participants

WON SOHN, MD, PC

WON SOHN, MD, PC CASH BALANCE PLAN

$2.7M · 3 participants

LOUISIANA FAMILY MEDICINE CLINIC

LOUISIANA FAMILY MEDICINE CLINIC 401(K) PLAN

$2.7M · 111 participants

WILLIAM E. ROUNDTREE, MD, PC

WILLIAM E. ROUNDTREE, MD, PC 401K PROFIT SHARING PLAN

$2.7M · 6 participants

WADE W. HAN, M.D.,P.A.

WADE W. HAN, M.D., P.A. 401K PROFIT SHARING TRUST