Original filing (PDF)20251013150122NAL0002250208001

GREGORY MARTOCCI DO

Name: GREGORY MARTOCCI DO — GREGORY MARTOCCI DO CASH BALANCE PLAN, Form 5500 (2024)
Creator: GREGORY MARTOCCI DO

Form 5500-SF

FILING_RECEIVED

GREGORY MARTOCCI DO CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$913K

Net assets (EOY)

$913K

Plan health score

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREGORY MARTOCCI DO.

Plan sponsor

Name

GREGORY MARTOCCI DO

EIN

20-5171204all filings

Address

25 WEDGEWOOD COURT · GLEN HEAD, NY · 11545

Phone

(516) 248-5107

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

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

ANDRE R. SANSCHAGRIN, M.D.

ANDRE R. SANSCHAGRIN, M. D. 401(K) PROFIT SHARING PLAN

$912K · 3 participants

AARON D. SMITH, M.D. P.C.

AARON D SMITH, M.D. P.C. CASH BALANCE PLAN

$913K · 2 participants

ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP

DAVID S. GAZZANIGA PROFIT SHARING PLAN

$913K · 1 participants

DOCTORS MEDCARE, P.C.

DOCTORS MEDCARE, P.C. RETIREMENT PLAN

$913K · 43 participants

STEVEN FEINBERG, M.D.

ALLEVITY, INC. RETIREMENT SAVINGS PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.