· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GREAT LAKES OTOLARYNGOLOGY, P.C. — GREAT LAKES OTOLARYNGOLOGY, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250421090100NAL0002836289001
GREAT LAKES OTOLARYNGOLOGY, P.C.
Form 5500-SF
FILING_RECEIVED
GREAT LAKES OTOLARYNGOLOGY, P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
15
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 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
GREAT LAKES OTOLARYNGOLOGY, P.C.
.
Find decision makers
Plan sponsor
Name
GREAT LAKES OTOLARYNGOLOGY, P.C.
EIN
20-3168478
Address
2223 WEST STATE STREET · MEDICAL ARTS BUILDING, SUITE 102 · OLEAN, NY · 14760
Phone
(716) 372-7205
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-04-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2T · Default investment account (QDIA)
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
ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC
ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC CASH BALANCE PLAN
$3.2M · 156 participants
AHMED CARDIOLOGY, P.A.
AHMED CARDIOLOGY 401(K) PLAN
$3.2M · 8 participants
TZUYING TAMMY WU M.D., INC.
SURGICAL ARTISTRY 401(K) PROFIT SHARING PLAN
$3.2M · 9 participants
VALLEY FAMILY CARE
VALLEY FAMILY CARE - M. JOSEPH RUSSO, M.D., P.A. PROFIT SHARING PLAN
$3.2M · 3 participants
ALLERGY & ASTHMA CLINIC, P.C.
100
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.
ALLERGY & ASTHMA CLINIC, P.C. PROFIT SHARING 401(K) PLAN
$3.2M · 3 participants
VASCULAR AND VEIN CENTER, P.A.
VASCULAR AND VEIN CENTER, P.A. CASH BALANCE PLAN
$3.2M · 10 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