Original filing (PDF)20250403013513NAL0010940817001

ANNESLEY, FLANAGAN, FISCHER, STEFANYSZYN & ASSOCIATES

Name: ANNESLEY, FLANAGAN, FISCHER, STEFANYSZYN & ASSOCIATES — OCULOPLASTIC SURGEONS OF PHILADELPHIA PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ANNESLEY, FLANAGAN, FISCHER, STEFANYSZYN & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

OCULOPLASTIC SURGEONS OF PHILADELPHIA PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

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 ANNESLEY, FLANAGAN, FISCHER, STEFANYSZYN & ASSOCIATES.

Plan sponsor

Name

ANNESLEY, FLANAGAN, FISCHER, STEFANYSZYN & ASSOCIATES

DBA

DBA OCULOPLASTIC SURGEONS OF PHILADELPHIA

EIN

23-1878228

Address

100 E. LANCASTER AVENUE, SUITE 54 · LANKENAU MEDICAL BUILDING EAST · WYNNEWOOD, PA · 190963425

Phone

(610) 649-1970

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

KELSON PHYSICIAN PARTNERS OF LAYTON

WEE CARE PEDIATRICS 401(K) P.S. PLAN

$7.0M · 104 participants

WALTERBORO FAMILY PRACTICE ASSOCIATES, PA

WALTERBORO FAMILY PRACTICE ASSOCIATES, PA 401(K) PROFIT SHARING PLAN

$7.0M · 20 participants

SUMTER GASTROENTEROLOGY, LLC

SUMTER GASTROENTEROLOGY, LLC 401K & PSP

$7.0M · 14 participants

ADVANCED RADIATION ONCOLOGY ASSOCIATES

ADVANCED RADIATION ONCOLOGY ASSOC 401(K) PLAN

$7.0M

DINESH M. PATEL, M.D., P.A.