Original filing (PDF)20231012064459NAL0062653202001

WESTCHESTER VASCULAR, PLLC

Name: WESTCHESTER VASCULAR, PLLC — WESTCHESTER VASCULAR, PLLC CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2022)
Creator: WESTCHESTER VASCULAR, PLLC

Form 5500-SF

FILING_RECEIVED

WESTCHESTER VASCULAR, PLLC CASH BALANCE PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 WESTCHESTER VASCULAR, PLLC.

Plan sponsor

Name

WESTCHESTER VASCULAR, PLLC

EIN

26-1274004

Address

88 ASHFORD AVENUE · DOBBS FERRY, NY · 10522

Phone

(914) 231-6800

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-12

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

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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