Original filing (PDF)20250715084258NAL0002934576001

BERGEN ORTHOPAEDIC SURGERY AND SPORTS MEDICINE,

Name: BERGEN ORTHOPAEDIC SURGERY AND SPORTS MEDICINE, — BERGEN ORTHOPAEDIC SURGERY, P.A. PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: BERGEN ORTHOPAEDIC SURGERY AND SPORTS MEDICINE,

Form 5500-SF

FILING_RECEIVED

BERGEN ORTHOPAEDIC SURGERY, P.A. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERGEN ORTHOPAEDIC SURGERY AND SPORTS MEDICINE,.

Plan sponsor

Name

BERGEN ORTHOPAEDIC SURGERY AND SPORTS MEDICINE,

EIN

22-1893322

Address

221 OLD HOOK ROAD · WESTWOOD, NJ · 07675

Phone

(201) 666-0013

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

2025-07-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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