· 2022–2024 · DOL EFAST2

UNION ANESTHESIA ASSOCIATES, P.A. — UNION ANESTHESIA ASSOCIATES, P.A. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251015084509NAL0005566624001

UNION ANESTHESIA ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

UNION ANESTHESIA ASSOCIATES, P.A. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

33

Accounts w/ balance

42

Plan assets (EOY)

$13.4M

Net assets (EOY)

$13.4M

Plan health score

88

/ 100

Grade A

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

59

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNION ANESTHESIA ASSOCIATES, P.A..

Plan sponsor

Name

UNION ANESTHESIA ASSOCIATES, P.A.

EIN

22-1961135

Address

P.O. BOX 1531 · UNION, NJ · 07083

Phone

(908) 851-7161

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

SANDY SPRINGS INTERNAL MEDICINE PC

SANDY SPRINGS INTERNAL MEDICINE PC RETIREMENT PLAN

$13.4M · 15 participants

THE INSTITUTE OF NEUROLOGY & NEUROSURGERY AT ST BARNABAS, LLC

INSTITUTE OF NEUROLOGY 401(K) PLAN

$13.4M · 23 participants

RADIOLOGY ASSOCIATES OF ST. PETERSBURG, P.A.

RADIOLOGY ASSOCIATES OF ST. PETERSBURG, P. A. RETIREMENT PLAN

$13.4M · 13 participants

BEAUMONT BONE & JOINT INSTITUTE, P.A.

BEAUMONT BONE & JOINT INSTITUTE, P.A. PENSION PLAN

$13.4M · 35 participants