· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JOSEPH D. ALKON, M.D., P.C. — JOSEPH D. ALKON, M.D., P.C. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250306125238NAL0005351939001
JOSEPH D. ALKON, M.D., P.C.
Form 5500-SF
FILING_RECEIVED
JOSEPH D. ALKON, M.D., P.C. 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
JOSEPH D. ALKON, M.D., P.C.
.
Find decision makers
Plan sponsor
Name
JOSEPH D. ALKON, M.D., P.C.
EIN
20-3315936
Address
100 WALNUT AVENUE · SUITE 610 · CLARK, NJ · 07066
Phone
(908) 583-5630
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
2025-03-06
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
M. HANIF PERACHA, MD PC
M. HANIF PERACHA, MD PC 401(K) PS PLAN
$2.5M · 36 participants
PRIMARY CARE SPECIALISTS, LLC
PRIMARY CARE SPECIALISTS OF ORLANDO, LLC SAVINGS PLAN
$2.5M · 18 participants
RAMU THIAGARAJAN, M.D., A PROFESSIONAL MEDICAL
RAMU THIAGARAJAN, M.D., A PROFESSIONAL MEDICAL CORP. CASH BALANCE PLAN
$2.5M · 4 participants
HARRISONBURG FOOT AND ANKLE CLINIC PC
HARRISONBURG FOOT AND ANKLE CLINIC PC 401(K) PLAN
$2.5M · 6 participants
DANIEL K. DEA, M.D., INC.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
DANIEL K. DEA, M.D., INC. 401(K) PROFIT SHARING PLAN
$2.5M · 3 participants
LAKE FOREST INTERNAL MEDICINE, LTD.
LAKE FOREST INTERNAL MEDICINE, LTD. 401 (K) PLAN
$2.5M · 9 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants
