Original filing (PDF)20251017141241NAL0015497618001

SERGE KAFTAL M.D. PA

Name: SERGE KAFTAL M.D. PA — SERGE I. KAFTAL PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SERGE KAFTAL M.D. PA

Form 5500-SF

FILING_RECEIVED

SERGE I. KAFTAL PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 SERGE KAFTAL M.D. PA.

Plan sponsor

Name

SERGE KAFTAL M.D. PA

EIN

22-3498100

Address

2 MAHLON CT · MENDHAM, NJ · 079453000

Phone

(973) 219-1204

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

2025-10-17

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

PREMIER SLEEP AND NEUROLOGY, PLLC

PREMIER SLEEP AND NEUROLOGY, PLLC CASH BALANCE PLAN

$1.1M · 2 participants

EAST CENTRAL ILLINOIS RADIOLOGY ASSOCIATES LLC

EAST CENTRAL ILLINOIS RADIOLOGY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST

$1.1M · 1 participants

SOUND BEACH PEDIATRICS, LLC

SOUND BEACH PEDIATRICS, LLC 401(K) PLAN

$1.1M · 14 participants

EASTERN SHORE ENT & ALLERGY ASSOCIATES, P.A.

EASTERN SHORE ENT & ALLERGY ASSOCIATES, P.A. CASH BALANCE PENSION PLAN

$1.1M · 27 participants