Original filing (PDF)20250714155540NAL0001987824001

SUE ZHOU PHYSICIAN P.C.

Name: SUE ZHOU PHYSICIAN P.C. — SUE ZHOU PHYSICIAN P.C. 401K PLAN, Form 5500 (2024)
Creator: SUE ZHOU PHYSICIAN P.C.

Form 5500-SF

FILING_RECEIVED

SUE ZHOU PHYSICIAN P.C. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$73K

Net assets (EOY)

$73K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUE ZHOU PHYSICIAN P.C..

Plan sponsor

Name

SUE ZHOU PHYSICIAN P.C.

EIN

46-0791923

Address

92 EAST MAIN STREET · ELMSFORD, NY · 10523

Phone

(914) 261-1579

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-07-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

MADISON MEDICAL ASSOCIATES INC

MADISON MEDICAL ASSOCIATES 401K

$73K · 7 participants

WIQAR U. SHEIKH MD P.A

WIQAR U. SHEIKH 401(K) PLAN

$73K · 5 participants

COMMUNITY FREE CLINIC

COMMUNITY FREE CLINIC 401K PLAN

$73K · 8 participants

DIGESTIVE HEALTH CENTER OF THOUSAND OAKS, LLC

DIGESTIVE HEALTH CENTER OF THOUSAND OAKS, LLC 401(K) PLAN

$73K

CHEVY CHASE FOOT & ANKLE LLC

CHEVY CHASE FOOT & ANKLE PROFIT SHARING PLAN