Original filing (PDF)20251216081517NAL0001242435001

CHARLES R. EFFRON, M.D., P.A.

Name: CHARLES R. EFFRON, M.D., P.A. — CHARLES R. EFFRON, M.D., P.A. PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: CHARLES R. EFFRON, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

CHARLES R. EFFRON, M.D., P.A. PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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 CHARLES R. EFFRON, M.D., P.A..

Plan sponsor

Name

CHARLES R. EFFRON, M.D., P.A.

EIN

22-2545751

Address

365 WEST PASSAIC STREET · SUITE 105 · ROCHELLE PARK, NJ · 07662

Phone

(201) 845-6500

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-16

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.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

SAN CLEMENTE INTERNAL MEDICAL GROUP, INC.

SAN CLEMENTE INTERNAL MEDICAL GROUP, INC. PROFIT SHARING 401(K) PLAN

$4.3M · 2 participants

TRIANGLE ARTHRITIS & RHEUMATOLOGY ASSOCIATES

TRIANGLE ARTHRITIS & RHEUMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

$4.3M · 14 participants

NEURO INTERVENTIONAL & DIAGNOSTIC ASSOCIATES, P.C.

NEURO INTERVENTIONAL & DIAGNOSTIC ASSOCIATES, P.C 401(K) PROFIT SHARING PLAN

$4.3M · 5 participants

TYE J. OUZOUNIAN, MD

TYE J OUZOUNIAN, MD PROFIT SHARING RETIREMENT PLAN

$4.3M · 4 participants