· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JACKSON SIEGELBAUM GASTROENTEROLOGY — JACKSON SIEGELBAUM GASTROENTEROLOGY RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251003142106NAL0001502577001
JACKSON SIEGELBAUM GASTROENTEROLOGY
Form 5500-SF
FILING_RECEIVED
JACKSON SIEGELBAUM GASTROENTEROLOGY RETIREMENT PLAN
401(k) retirement plan
Active participants
76
Accounts w/ balance
115
Plan assets (EOY)
$18.7M
Net assets (EOY)
$18.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JACKSON SIEGELBAUM GASTROENTEROLOGY
.
Find decision makers
Plan sponsor
Name
JACKSON SIEGELBAUM GASTROENTEROLOGY
EIN
23-2028097
Address
423 NORTH 21ST STREET · CAMP HILL, PA · 17011
Phone
(717) 761-0930
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-10-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
MONTAGE MEDICAL GROUP
MONTAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN & TRUST
$18.8M · 330 participants
UNITED ANESTHESIA, INC.
UNITED ANESTHESIA, INC SAVINGS AND PROTECTION PLAN
$18.7M · 30 participants
THE ORTHOPAEDIC GROUP, P.C.
THE ORTHOPAEDIC GROUP, P.C. PENSION PLAN
$18.7M · 175 participants
ANESTHESIA SPECIALISTS
ANESTHESIA SPECIALISTS MONEY PURCHASE PENSION PLAN
$18.7M · 11 participants
BAY AREA HEART CENTER, P.A.
BAY AREA HEART CENTER, P.A. 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$18.7M · 78 participants
INFECTIOUS DISEASE CONSULTANTS, M.D., P.A.
401K/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF INFECTIOUS DISEASE CONSULTANTS, M.D., P.A.
$18.8M · 36 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B