Original filing (PDF)20251008110331NAL0005736961001

ADAM J. BARD MD LLC

Name: ADAM J. BARD MD LLC — ADAM J. BARD MD LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ADAM J. BARD MD LLC

Form 5500-SF

FILING_RECEIVED

ADAM J. BARD MD LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 ADAM J. BARD MD LLC.

Plan sponsor

Name

ADAM J. BARD MD LLC

EIN

20-3977446

Address

2150 BLACK ROCK TPKE. · FAIRFIELD, CT · 06825

Phone

(203) 384-2227

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

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

YAFFE CONCIERGE SERVICES, LLC

YAFFE CONCIERGE SERVICES, LLC CASH BALANCE PLAN

$2.7M · 2 participants

SOMERSET NEPHROLOGY ASSOCIATES, PC

SOMERSET NEPHROLOGY ASSOCIATES, PC, PROFIT SHARING PLAN

$2.7M · 3 participants

INTERNAL MEDICINE SPECIALISTS OF FLORENCE, LLC

INTERNAL MEDICINE SPECIALISTS OF FLORENCE, LLC 401(K) PROFIT SHARING PLAN

$2.7M · 19 participants

DAVINCII OBSTETRICS AND GYNECOLOGY PLC

DAVINCII OBSTETRICS AND GYNECOLOGY PLC 401(K) PROFIT SHARING PLAN

$2.7M · 14 participants