Original filing (PDF)20241010131506NAL0011493747004

JAMES A SAKR

Name: JAMES A SAKR — JAMES A SAKR PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JAMES A SAKR

Form 5500-SF

FILING_RECEIVED

JAMES A SAKR PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 JAMES A SAKR.

Plan sponsor

Name

JAMES A SAKR

EIN

22-2846574

Address

24 ROXBURY LANE · PITTSFORD, NY · 14534

Phone

(585) 729-3066

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

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