· 2022–2024 · DOL EFAST2

SOUTH MOUNTAIN MEDICAL ASSOCIATES — SOUTH MOUNTAIN MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251121144220NAL0006545873001

SOUTH MOUNTAIN MEDICAL ASSOCIATES

Form 5500-SF

FILING_RECEIVED

SOUTH MOUNTAIN MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 2

Late filing · 0.2 moHigh average account balance

Active participants

5

Accounts w/ balance

4

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

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

99

Total plan cost

n/a

Plan health

68

Vendor & structure

100

Knocking points off

Filed 0.2 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTH MOUNTAIN MEDICAL ASSOCIATES.

Plan sponsor

Name

SOUTH MOUNTAIN MEDICAL ASSOCIATES

EIN

22-3832004

Address

1500 PLEASANT VALLEY WAY #3302 · WEST ORANGE, NJ · 07052

Phone

(973) 736-3417

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

2025-11-21

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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