· 2022–2024 · DOL EFAST2

CROSS VALLEY HEALTH & MEDICINE PC — CROSS VALLEY HEALTH & MEDICINE PC 401(K) PLAN, Form 5500 (2023)

Original filing (PDF)20241015124215NAL0028455217001

CROSS VALLEY HEALTH & MEDICINE PC

Form 5500-SF

FILING_RECEIVED

CROSS VALLEY HEALTH & MEDICINE PC 401(K) PLAN

401(k) retirement plan

Active participants

7

Accounts w/ balance

9

Plan assets (EOY)

$605K

Net assets (EOY)

$605K

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

85

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CROSS VALLEY HEALTH & MEDICINE PC.

Plan sponsor

Name

CROSS VALLEY HEALTH & MEDICINE PC

EIN

20-8686094

Address

407 GIDNEY AVENUE · SUITE B · NEWBURGH, NY · 12550

Phone

(845) 561-7075

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

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

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

EAST LINCOLN FAMILY HEALTH PROFESSIONALS, P.C.

EAST LINCOLN FAMILY HEALTH PROFESSIONALS, P. C. SAFE HARBOR 401K PLAN

$605K · 9 participants

JAMES M. MELOTEK, MD, PA

JAMES M. MELOTEK, MD, PA 401(K) PLAN

$605K · 9 participants

HAROLD ZIBERMAN, M.D., CHARTERED

NEVADA PEDIATRIC SPECIALISTS 401(K) PLAN

$605K · 15 participants

PREMIER ORTHOPEDIC OF SOUTH JERSEY PA

PREMIER ORTHOPEDIC OF SOUTH JERSEY PA PROFIT SHARING PLAN

$605K · 10 participants

ALEX BARCHUK, M.D., INCORPORATED

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