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Original filing (PDF)20241016130609NAL0060248674001
WILLIAM M. URBAS, D.P.M., P.C.
Form 5500-SF
FILING_RECEIVED
WILLIAM M. URBAS, D.P.M., P.C. 401(K) SIMPLE PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
10
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM M. URBAS, D.P.M., P.C..
Plan sponsor
Name
WILLIAM M. URBAS, D.P.M., P.C.
EIN
23-2692003
Address
1501 LANSDOWNE · AVENUE, SUITE 309 · DARBY, PA · 190231333
Phone
(610) 534-6330
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-16
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
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