Original filing (PDF)20251209162515NAL0003841713001

ROY H ERIKSEN MD PC PROFIT SHARING PLAN

Name: ROY H ERIKSEN MD PC PROFIT SHARING PLAN — ROY H ERIKSEN PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROY H ERIKSEN MD PC PROFIT SHARING PLAN

Form 5500-SF

FILING_RECEIVED

ROY H ERIKSEN PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 0.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROY H ERIKSEN MD PC PROFIT SHARING PLAN.

Plan sponsor

Name

ROY H ERIKSEN MD PC PROFIT SHARING PLAN

EIN

22-2323133

Address

187 S BROADWAY · NYACK, NY · 109604425

Phone

(945) 358-5006

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

2025-12-09

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

RICHARD T. MAY, M.D.

RICHARD T. MAY, M.D. PROFIT SHARING PLAN

$2.0M · 3 participants

NORTH COUNTRY OPHTHALMOLOGY ASSOCIATES PC

NORTH COUNTRY OPHTHALMOLOGY ASSOCIATES PC 401K PROFIT SHARING PLAN

$2.0M · 8 participants

DX MSO PLLC

DX MSO PLLC 401(K) PROFIT SHARING PLAN AND TRUST

$2.0M · 117 participants

DEAN HAR, M.D., L.L.C.

DEAN HAR, M.D., L.L.C. 401K PLAN & TRUST

$2.0M · 5 participants

JIM JANAKIEVSKI, DDS, MSD

JIM JANAKIEVSKI, DDS MSD 401(K) PROFIT SHARING PLAN