Original filing (PDF)20230215095331NAL0078884850001

HOWARD D. MERZEL MD, PLLC

Name: HOWARD D. MERZEL MD, PLLC — HOWARD D. MERZEL MD, PLLC 401(K) SAVINGS PLAN, Form 5500 (2022)
Creator: HOWARD D. MERZEL MD, PLLC

Form 5500-SF

FILING_RECEIVED

HOWARD D. MERZEL MD, PLLC 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOWARD D. MERZEL MD, PLLC.

Plan sponsor

Name

HOWARD D. MERZEL MD, PLLC

EIN

27-1301997all filings

Address

441 PENBROOKE DRIVE · SUITE 7 · PENFIELD, NY · 14526

Phone

(585) 385-9775

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-01-25

Filed

2023-02-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2A · Age/service weighted or new comparability

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

CRUTCHFIELD DERMATOLOGY, P.A.

CRUTCHFIELD DERMATOLOGY, P.A. 401(K) PLAN

MID-AMERICA EYE CENTER, P.A.

MID-AMERICA EYE CENTER, P.A. EMPLOYEES' PROFIT SHARING PLAN

ROBERT A. SWEET, M.D., P.A.

ROBERT A. SWEET, M.D., P.A. 401(K) RETIREMENT PLAN

BRIAN WILLOUGHBY, MD PC

EMPLOYEE PROFIT-SHARING PLAN OF BRIAN WILLOUGHBY, MD PC

DERMATOLOGY & AESTHETIC CARE, LLC

DERMATOLOGY & AESTHETIC CARE, LLC 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.