How big is Dr. Poonam SONI MD, PC's plan?

Dr. Poonam SONI MD, PC's plan reported $2.5M in assets and 5 participants for 2024.

Original filing (PDF)20250630055527NAL0028165682001

Dr. Poonam SONI MD, PC

Name: Dr. Poonam SONI MD, PC — Dr. Poonam SONI, MD, PC, Form 5500 (2024)
Creator: Dr. Poonam SONI MD, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Poonam SONI, MD, PC Retirement Plan

401(k) retirement plan · Dr. Poonam SONI MD, PC's Dr. Poonam SONI, MD, PC Retirement Plan held $2.5M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Poonam SONI signed Dr. Poonam SONI MD, PC's 2024 Form 5500 as plan administrator.

Poonam SONI — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dr. Poonam SONI MD, PC's EIN is 20-5289759.

EIN 20-5289759

Plan number 001

Plan year 2024

ACK ID 20250630055527NAL0028165682001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. Poonam SONI MD, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. Poonam SONI MD, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

DR. POONAM SONI MD, PC

EIN

all filings

Address

697 MILLCREEK ROAD STE 1 · MANAHAWKIN, NJ · 08050

Phone

(609) 597-5699

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator