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JEFFREY T. APTER, M.D., P.A. — JEFFREY T. APTER, M.D., P.A. 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250915145217NAL0000781171001
JEFFREY T. APTER, M.D., P.A.
Form 5500-SF
FILING_RECEIVED
JEFFREY T. APTER, M.D., P.A. 401(K) PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
4
Plan assets (EOY)
$917K
Net assets (EOY)
$917K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JEFFREY T. APTER, M.D., P.A.
.
Find decision makers
Plan sponsor
Name
JEFFREY T. APTER, M.D., P.A.
EIN
22-2276998
Address
256 BUNN DRIVE · SUITE 6 · PRINCETON, NJ · 08540
Phone
(609) 921-3555
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
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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Knocking points off
Only 31% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
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Trustee phone
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