Original filing (PDF)20241015183303NAL0049360928001

AVENUE MEDICAL ASSOCIATES P.C

Name: AVENUE MEDICAL ASSOCIATES P.C — AVENUE MEDICAL ASSOCIATES P.C 401K PLAN, Form 5500 (2023)
Creator: AVENUE MEDICAL ASSOCIATES P.C

Form 5500-SF

FILING_RECEIVED

AVENUE MEDICAL ASSOCIATES P.C 401K PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$499K

Net assets (EOY)

$499K

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 average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AVENUE MEDICAL ASSOCIATES P.C.

Plan sponsor

Name

AVENUE MEDICAL ASSOCIATES P.C

EIN

21-2861897

Address

133 E. 58TH STREET · NEW YORK, NY · 10022

Phone

(212) 861-8976

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

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

JIANDONG WEI M.D., INC.

JIANDONG WEI M.D., INC. 401(K) PLAN

$499K · 1 participants

PHOENIX AREA CARDIOLOGY AND ELECTROPHYSIOLOGY, LLC

PHOENIX AREA CARDIOLOGY AND ELECTROPHYSIOLOGY CASH BALANCE PLAN

$499K · 5 participants

KAI MORIMOTO, MD, PLLC

KAI MORIMOTO MD PLLC 401(K) PLAN

$499K · 7 participants

FRANK NASTANSKI MD A PROFESSIONAL CORPORATION

FRANK NASTANSKI MD 401(K) PLAN

$499K · 2 participants

DAVID W. MICHALAK. MD. PA