Original filing (PDF)20250429123925NAL0000300451001

ANNE T. CARLON M.D. P.C.

Name: ANNE T. CARLON M.D. P.C. — ANNE T. CARLON, M.D., P.C. AMENDED 401(K) PLAN, Form 5500 (2023)
Creator: ANNE T. CARLON M.D. P.C.

Form 5500-SF

FILING_RECEIVED

ANNE T. CARLON, M.D., P.C. AMENDED 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$750K

Net assets (EOY)

$750K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANNE T. CARLON M.D. P.C..

Plan sponsor

Name

ANNE T. CARLON M.D. P.C.

EIN

22-3041347all filings

Address

235 EAST 67TH STREET · SUITE 204 · NEW YORK, NY · 10065

Phone

(212) 988-8100

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

2023-10-01

Tax period

2024-09-30

Filed

2025-04-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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