Original filing (PDF)20250708082826NAL0006655280001

OPTIMUM FAMILY MEDICINE, INC.

Name: OPTIMUM FAMILY MEDICINE, INC. — OPTIMUM FAMILY MEDICINE, INC. 401(K) PS PLAN, Form 5500 (2024)
Creator: OPTIMUM FAMILY MEDICINE, INC.

Form 5500-SF

FILING_RECEIVED

OPTIMUM FAMILY MEDICINE, INC. 401(K) PS PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$783K

Net assets (EOY)

$783K

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 (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTIMUM FAMILY MEDICINE, INC..

Plan sponsor

Name

OPTIMUM FAMILY MEDICINE, INC.

EIN

16-1767864all filings

Address

675 NEREID AVE · BRONX, NY · 10470

Phone

(347) 202-9545

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

2025-07-08

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

VALLEY INTERNAL MEDICINE AND PEDIATRICS PC

VALLEY INTERNAL MEDICINE AND PEDIATRICS PC 401(K) PLAN

$783K · 12 participants

ROBERT W. E. FRY MD, INC

ROBERT W. E. FRY MD, INC 401(K) PLAN

$783K · 2 participants

DARYL K. HOUSTON, M.D.

DARYL K. HOUSTON, M.D. PROFIT SHARING PLAN

$783K · 4 participants

AYESHA M. SIKDER, M.D., LLC

AYESHA M. SIKDER, M.D., LLC 401(K) PLAN

$783K · 6 participants

NEUROLOGY SERVICES OF DR WAEL

NEUROLOGY SERVICES OF DR WAEL 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.