Original filing (PDF)20250701201458NAL0018826304001

ALAN J. KIVITZ, M.D., P.C.

Name: ALAN J. KIVITZ, M.D., P.C. — ALAN J. KIVITZ, M.D. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ALAN J. KIVITZ, M.D., P.C.

Form 5500-SF

FILING_RECEIVED

ALAN J. KIVITZ, M.D. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.2M

Net assets (EOY)

$12.2M

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 ALAN J. KIVITZ, M.D., P.C..

Plan sponsor

Name

ALAN J. KIVITZ, M.D., P.C.

EIN

25-1531976

Address

514 WOODLAWN TERRACE · HOLLIDAYSBURG, PA · 166482918

Phone

(814) 693-0300

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

3H · Sponsor in controlled / affiliated group

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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