Original filing (PDF)20241114144557NAL0039874802001

SOMERSET ORTHOPEDIC ASSOCIATES, P.A.

Name: SOMERSET ORTHOPEDIC ASSOCIATES, P.A. — SOMERSET ORTHOPEDIC ASSOCIATES, P.A. CASH BALANCE PENSION PLAN, Form 5500 (2023)
Creator: SOMERSET ORTHOPEDIC ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

SOMERSET ORTHOPEDIC ASSOCIATES, P.A. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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 SOMERSET ORTHOPEDIC ASSOCIATES, P.A..

Plan sponsor

Name

SOMERSET ORTHOPEDIC ASSOCIATES, P.A.

EIN

22-1890067all filings

Address

1 ROBERTSON DRIVE · SUITE 11 · BEDMINSTER, NJ · 07921

Phone

(908) 234-9200

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator