· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HUDSON VALLEY PRIMARY MEDICAL CARE, PC — HUDSON VALLEY PRIMARY MEDICAL CARE, PC 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250925075335NAL0007430593002
HUDSON VALLEY PRIMARY MEDICAL CARE, PC
Form 5500-SF
FILING_RECEIVED
HUDSON VALLEY PRIMARY MEDICAL CARE, PC 401K PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
19
Accounts w/ balance
13
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
86
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HUDSON VALLEY PRIMARY MEDICAL CARE, PC
.
Find decision makers
Plan sponsor
Name
HUDSON VALLEY PRIMARY MEDICAL CARE, PC
EIN
16-1513857
Address
1323 RT 9, SUITE 204 · WAPPINGERS FALLS, NY · 12590
Phone
(845) 298-7022
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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 providers
Related plans
Similar-size Offices of Physicians plans
WEXFORD ANESTHESIA ASSOCIATES, P
WEXFORD ANESTHESIA ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
$1.3M · 1 participants
TOTAL WOMEN'S HEALTH CARE, INC.
TOTAL WOMEN'S HEALTH CARE, INC. 401(K) PLAN AND TRUST
$1.3M · 7 participants
SW DURHAM FAMILY MEDICINE, PLLC
SW DURHAM FAMILY MEDICINE PLLC 401(K) PLAN
$1.3M · 4 participants
LEON A DRISS, PC DBA PREMIER MOUNTAIN ADULT MEDICINE
PREMIER MOUNTAIN ADULT MEDICINE 401(K) PLAN
$1.3M · 9 participants
EMMANUEL FAMILY PRACTICE ASSOCIATES, P.C.
80
Knocking points off
68% balance-to-active ratio — below typical for a healthy 401(k).
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.
EMMANUEL FAMILY PRACTICE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
$1.3M · 5 participants
HAMPTON HEALTH CARE SERVICES, LLC
HAMPTON HEALTH CARE SERVICES, LLC 401(K) PROFIT SHARING PLAN
$1.3M · 9 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
