· 2022–2024 · DOL EFAST2

BERGEN VOLUNTEER MEDICAL — 403(B) THRIFT PLAN FOR EMPLOYEES OF BERGEN VOLUNTEER MEDICAL INITIATIVE, INC., Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250430112508NAL0003713394001

BERGEN VOLUNTEER MEDICAL

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF BERGEN VOLUNTEER MEDICAL INITIATIVE, INC.

401(k) retirement plan

Active participants

8

Accounts w/ balance

7

Plan assets (EOY)

$315K

Net assets (EOY)

$315K

Plan health score

87

/ 100

Grade A

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

54

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERGEN VOLUNTEER MEDICAL.

Plan sponsor

Name

BERGEN VOLUNTEER MEDICAL

EIN

20-2633437

Address

75 ESSEX ST STE 100 · HACKENSACK, NJ · 076014034

Phone

(201) 342-2478

Industry

Outpatient Care Centers· 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

2025-04-30

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2E · Profit-sharing

2T · Default investment account (QDIA)

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

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