Original filing (PDF)20251124141449NAL0003822882001

CARL F. MERCURIO, M.D., P.A.

Name: CARL F. MERCURIO, M.D., P.A. — CARL F. MERCURIO, M.D.,P.A.401(K) PLAN, Form 5500 (2024)
Creator: CARL F. MERCURIO, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

CARL F. MERCURIO, M.D.,P.A.401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 CARL F. MERCURIO, M.D., P.A..

Plan sponsor

Name

CARL F. MERCURIO, M.D., P.A.

EIN

22-2723423

Address

36 NEWARK AVENUE, SUITE 212 · BELLEVILLE, NJ · 07109

Phone

(973) 751-3222

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

2024-10-01

Tax period

2025-09-30

Filed

2025-11-24

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

NY PULMONARY & SLEEP CONSULTING LLC

NY PULMONARY & SLEEP CONSULTING LLC RETIREMENT PLAN

$3.2M · 4 participants

EYE SURGEONS OF CENTRAL NEW YORK, P.C.

EYE SURGEONS OF CENTRAL NEW YORK, P.C. 401(K) PROFIT SHARING PLAN

$3.2M · 17 participants

PR FAMILY MEDICINE

PR FAMILY MEDICINE 401(K) PROFIT SHARING PLAN

$3.2M · 15 participants

ROBERT M. ROGERS, M.D., P.A.

ROBERT M. ROGERS, M.D., P.A. 401(K) RETIREMENT PLAN

$3.2M · 29 participants

FULLERTON MEDICAL CLINIC, PLLC