Original filing (PDF)20251009134409NAL0003617843001

CONCIERGE CHOICE PHYSICIANS, LLC

Name: CONCIERGE CHOICE PHYSICIANS, LLC — CONCIERGE CHOICE PHYSICIANS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CONCIERGE CHOICE PHYSICIANS, LLC

Form 5500-SF

FILING_RECEIVED

CONCIERGE CHOICE PHYSICIANS, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 CONCIERGE CHOICE PHYSICIANS, LLC.

Plan sponsor

Name

CONCIERGE CHOICE PHYSICIANS, LLC

EIN

20-2611303

Address

100 MERRICK ROAD · SUITE 410W · ROCKVILLE CENTRE, NY · 11570

Phone

(516) 766-0555

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

RYAN MIYASAKI, DDS CHRISTINE KOBAYASHI, DDS

MIYASAKI, DDS AND KOBAYASHI, DDS PROFIT SHARING 401K PLAN

$2.0M · 5 participants

CHELMSFORD DERMATOLOGY PC

CHELMSFORD DERMATOLOGY PC 401(K) PROFIT SHARING PLAN & TRUST

$2.0M · 17 participants

DAVID A. JUNG, M.D.

DAVID A. JUNG, M.D. PROFIT SHARING PLAN

$2.0M · 2 participants

MARCH MEDICAL ASSOCIATES

MARCH MEDICAL ASSOCIATES RETIREMENT PLAN

$2.0M · 11 participants

JAMES RIVER DERMATOLOGY, PLLC

JAMES RIVER DERMATOLOGY PLLC 401(K) PLAN