Original filing (PDF)20251014122114NAL0001367395004

MARSHALL P. ALLEGRA, M.D., L.L.C.

Name: MARSHALL P. ALLEGRA, M.D., L.L.C. — MARSHALL P. ALLEGRA MD 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MARSHALL P. ALLEGRA, M.D., L.L.C.

Form 5500-SF

FILING_RECEIVED

MARSHALL P. ALLEGRA MD 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$639K

Net assets (EOY)

$639K

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 MARSHALL P. ALLEGRA, M.D., L.L.C..

Plan sponsor

Name

MARSHALL P. ALLEGRA, M.D., L.L.C.

EIN

45-2625815

Address

10 SYCAMORE LANE · RUMSON, NJ · 07760

Phone

(732) 888-8388

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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

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 Health Care & Social Assistance plans

FIRST STEP THERAPY, LLC

FIRST STEP THERAPY, LLC 401(K) PLAN

$640K · 68 participants

ENTRY LEVEL MEDICAL SERVICES, INC.

ENTRY LEVEL MEDICAL SERVICES, INC. 401(K) PLAN

$639K · 32 participants

VIKAND SOLUTIONS, INC.

VIKAND SOLUTIONS 401(K) PLAN

$639K · 25 participants

HILTON FRANQUI RIVERA

HILTON FRANQUI RIVERA RETIREMENT PLAN

$639K · 1 participants

MARKIMS NEPHROLOGY NETWORK INC

MARKIMS NEPHROLOGY NETWORK INC 401(K) PLAN