Original filing (PDF)20251007135748NAL0004676817007

RENAL EXPERTS PA

Name: RENAL EXPERTS PA — SIMOES RENAL EXPERTS, P.A. CASH BALANCE PLAN, Form 5500 (2024)
Creator: RENAL EXPERTS PA

Form 5500-SF

FILING_RECEIVED

SIMOES RENAL EXPERTS, P.A. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 RENAL EXPERTS PA.

Plan sponsor

Name

RENAL EXPERTS PA

EIN

46-2108103

Address

390 NEW YORK AVENUE · NEWARK, NJ · 07105

Phone

(973) 755-1585

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

2025-10-07

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

1B · Flat-dollar DB formula

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

ATLANTIC MEDICAL & DIAGNOSTIC PC

ATLANTIC MEDICAL & DIAGNOSTIC PC 401(K) PROFIT SHARING PLAN & TRU

$1.1M · 49 participants

ALFREDO PEREZ CANABAL

ALFREDO PEREZ CANABAL RETIREMENT PLAN

$1.1M · 3 participants

JAY D. STEVENS, MD, PC

JAY D. STEVENS, MD, PC RETIREMENT PLAN

$1.1M · 1 participants

MIRABIEN, PLLC

MIRABIEN, PLLC DBA CLARITY EYE CARE AND SURGERY RETIREMENT T

$1.1M · 5 participants

FERGUSON FAMILY CHIROPRACTIC, INCE

FERGUSON FAMILY CHIROPRACTIC INCE 401K PSP