JAIME R. SORIANO, M.D., P.A, RETIREMENT TRUST PROFIT SHARING
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
5
Plan assets (EOY)
$345K
Net assets (EOY)
$345K
Plan health score
97
/ 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
89
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAIME R. SORIANO, M.D., P.A..
Plan sponsor
Name
JAIME R. SORIANO, M.D., P.A.
EIN
22-2212324
Address
50 UNION AVENUE · SUITE 701 · IRVINGTON, NJ · 07111
Phone
(201) 374-3200
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
