Original filing (PDF)20250729141312NAL0004858432001

AMIT AGARWAL MD PC

Name: AMIT AGARWAL MD PC — AMIT AGARWAL MD PC 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: AMIT AGARWAL MD PC

Form 5500-SF

FILING_RECEIVED

AMIT AGARWAL MD PC 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$671K

Net assets (EOY)

$671K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMIT AGARWAL MD PC.

Plan sponsor

Name

AMIT AGARWAL MD PC

EIN

27-3668969

Address

ONE SEARS DRIVE SUITE 402 · PARAMUS, NJ · 07652

Phone

(201) 764-8240

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

2025-07-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

MIDWEST HOSPITALISTS INC

MIDWEST HOSPITALISTS INC 401K PROFIT SHARING PLAN & TRUST

$671K · 8 participants

CHESAPEAKE & WASHINGTON

CHESAPEAKE & WASHINGTON 401(K) PROFIT SHARING PLAN & TRUST

$671K · 37 participants

WALTER S. MORRIS III, MD PLLC

WALTER S. MORRIS III, MD PLLC 401(K) PLAN

$671K · 4 participants

CAREFREE INTERNAL MEDICINE P.C.

CAREFREE INTERNAL MEDICINE P.C. 401(K) PROFIT SHARING PLAN

$671K · 3 participants

NEW JERSEY STATE NURSES ASSOCIATION