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CARLOS K. WESLEY MD PC — CARLOS K. WESLEY MD PC 401(K) PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015093830NAL0004468849001
CARLOS K. WESLEY MD PC
Form 5500-SF
FILING_RECEIVED
CARLOS K. WESLEY MD PC 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
0
Accounts w/ balance
10
Plan assets (EOY)
$918K
Net assets (EOY)
$918K
Plan health score (directional)
87
/ 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
CARLOS K. WESLEY MD PC
.
Find decision makers
Plan sponsor
Name
CARLOS K. WESLEY MD PC
EIN
38-3901955
Address
2 EAST 88TH STREET, SUITE 1A · NEW YORK, NY · 10128
Phone
(844) 745-6362
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-10-15
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No active participants reported but plan still holds assets.
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.
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Trustee phone
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