Original filing (PDF)20241009135408NAL0018480225001

SOMERS ORTHOPAEDIC SURGERY & SPORTS MEDICINE GROUP PLLC

Name: SOMERS ORTHOPAEDIC SURGERY & SPORTS MEDICINE GROUP PLLC — S. O. S. CASH BALANCE PLAN, Form 5500 (2023)
Creator: SOMERS ORTHOPAEDIC SURGERY & SPORTS MEDICINE GROUP PLLC

Form 5500-SF

FILING_RECEIVED

S. O. S. CASH BALANCE PLAN

Defined-benefit pension 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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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 SOMERS ORTHOPAEDIC SURGERY & SPORTS MEDICINE GROUP PLLC.

Plan sponsor

Name

SOMERS ORTHOPAEDIC SURGERY & SPORTS MEDICINE GROUP PLLC

EIN

33-1032321all filings

Address

40 OLD RIDGEBURY ROAD · SUITE 101 · DANBURY, CT · 06810

Phone

(203) 397-6872

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator