Original filing (PDF)20250730093250NAL0001806323001

SERGIO SOKOL M.D. FACC

Name: SERGIO SOKOL M.D. FACC — SERGIO SOKOL M.D. FACC 401(K) PLAN, Form 5500 (2024)
Creator: SERGIO SOKOL M.D. FACC

Form 5500-SF

FILING_RECEIVED

SERGIO SOKOL M.D. FACC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$859K

Net assets (EOY)

$859K

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 SERGIO SOKOL M.D. FACC.

Plan sponsor

Name

SERGIO SOKOL M.D. FACC

EIN

26-0133094

Address

650 CENTRAL AVE STE K · CEDARHURST, NY · 115162301

Phone

(616) 804-8590

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-07-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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 providers

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