· 2022–2024 · DOL EFAST2

Stephen M Perret MD PC — Stephen M Perret MD PC, Form 5500 (2024)

Original filing (PDF)20250922132927NAL0006174608001

Stephen M Perret MD PC

Form 5500-SF

FILING_RECEIVED

Stephen M Perret MD PC 401(k) Plan

401(k) retirement plan · Stephen M Perret MD PC's Stephen M Perret MD PC 401(k) Plan held $753K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$753K

Net assets (EOY)

$753K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

STEPHEN M PERRET MD PC

EIN

45-3672585all filings

Address

400 POST AVE · SUITE 307 · WESTBURY, NY · 11590

Phone

(718) 635-2204

Industry

Health Care & Social Assistance

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

2025-09-22

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

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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