Original filing (PDF)20250916205415NAL0001388211001

VIVIAN K. BETHALA, M.D., P.A.

Name: VIVIAN K. BETHALA, M.D., P.A. — VIVIAN K. BETHALA, M.D., P.A. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: VIVIAN K. BETHALA, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

VIVIAN K. BETHALA, M.D., P.A. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

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 VIVIAN K. BETHALA, M.D., P.A..

Plan sponsor

Name

VIVIAN K. BETHALA, M.D., P.A.

EIN

22-2773462

Address

466 OLD HOOK ROAD, SUITE 9 · EMERSON, NJ · 076301368

Phone

(201) 261-1005

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

2025-09-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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