· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SHORELINE PULMONARY ASSOCIATES, LLC — SHORELINE PULMONARY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241015193257NAL0030768497001
SHORELINE PULMONARY ASSOCIATES, LLC
Form 5500-SF
FILING_RECEIVED
SHORELINE PULMONARY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SHORELINE PULMONARY ASSOCIATES, LLC
.
Find decision makers
Plan sponsor
Name
SHORELINE PULMONARY ASSOCIATES, LLC
EIN
34-1993863
Address
757 RIVER ROAD · MYSTIC, CT · 06355
Phone
(860) 287-4181
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
ADVANCED PAIN INSTITUTE, LLC
ADVANCED PAIN INSTITUTE, LLC 401(K) PROFIT SHARING PLAN
$1.9M · 34 participants
JASON E. MULZER DDS PSC
JASON E. MULZER DDS PSC 401(K) PLAN
$1.9M · 7 participants
GOOD SAMARITAN MEDICAL CLINIC, INC.
GOOD SAMARITAN MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN
$1.9M · 26 participants
PAN AND HSU PEDIATRICS, INC.
PAN AND HSU PEDIATRICS, INC. RETIREMENT PLAN
$1.9M · 14 participants
ARIZONA GRAND MEDICAL CENTER
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
ARIZONA GRAND MEDICAL CENTER 401(K) PROFIT SHARING PLAN & TRUST
$1.9M · 12 participants
MAHJABEEN HASSAN,M.D.
MAHJABEEN HASSAN,M.D. PROFIT SHARING PLAN
$1.9M · 3 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
