Original filing (PDF)20250321123911NAL0008272641001

ENISMAN FREEDMAN SEPULVEDA, PC

Name: ENISMAN FREEDMAN SEPULVEDA, PC — ENISMAN FREEDMAN SEPULVEDA, PC 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ENISMAN FREEDMAN SEPULVEDA, PC

Form 5500-SF

FILING_RECEIVED

ENISMAN FREEDMAN SEPULVEDA, PC 401K PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 ENISMAN FREEDMAN SEPULVEDA, PC.

Plan sponsor

Name

ENISMAN FREEDMAN SEPULVEDA, PC

EIN

27-2218149

Address

207 WASHINGTON ST - SUITE 203 · POUGHKEEPSIE, NY · 12601

Phone

(845) 471-0800

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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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