· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DR. EDWARD S. KOLE, D. O. , P. C. — DR. EDWARD S. KOLE, D.O., P.C. RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240922202834NAL0019032912001
DR. EDWARD S. KOLE, D. O. , P. C.
Form 5500-SF
FILING_RECEIVED
DR. EDWARD S. KOLE, D.O., P.C. RETIREMENT PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
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
DR. EDWARD S. KOLE, D. O. , P. C.
.
Find decision makers
Plan sponsor
Name
DR. EDWARD S. KOLE, D. O. , P. C.
EIN
23-3021698
Address
1122 STREET ROAD · SUITE 100 · SOUTHAMPTON, PA · 18966
Phone
(215) 354-1010
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2024-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
HYDE PARK MEDICAL ASSOCIATES, INC.
HYDE PARK MEDICAL ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN
$2.6M · 7 participants
CARDIOLOGY CONSULTANTS OF EAST MICHIGAN, PLLC
CARDIOLOGY CONSULTANTS OF EAST MICHIGAN, PLLC 401(K) PLAN
$2.6M · 42 participants
KMP MEDICAL, PLLC
HUDSON ALLERGY 401(K) PROFIT SHARING PLAN
$2.6M · 20 participants
VINAY SUNKU, M.D., INC.
VINAY SUNKU, M.D., INC. 401(K) PLAN
$2.6M · 30 participants
BOND PEDIATRICS, LTD.
BOND PEDIATRICS, LTD. 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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.6M · 14 participants
PROFESSIONAL MEDICAL EVALUATIONS, P.A
PROFESSIONAL MEDICAL EVALUATIONS, P.A 401(K) PS PLAN
$2.6M · 9 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
