Original filing (PDF)20240503142200NAL0019258513001

AZIZ A SOOMRO PHYSICIAN PC

Name: AZIZ A SOOMRO PHYSICIAN PC — AZIZ A. SOOMRO PHYSICIAN PC 401(K) PLAN, Form 5500 (2023)
Creator: AZIZ A SOOMRO PHYSICIAN PC

Form 5500-SF

FILING_RECEIVED

AZIZ A. SOOMRO PHYSICIAN PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AZIZ A SOOMRO PHYSICIAN PC.

Plan sponsor

Name

AZIZ A SOOMRO PHYSICIAN PC

EIN

26-3746521

Address

65 WESTWOOD DR, APT 98 · WESTBURY, NY · 11590

Phone

(914) 560-6497

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-07-31

Filed

2024-05-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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