Original filing (PDF)20241008113851NAL0017477681001

HEART & VASCULAR MEDICINE PC

Name: HEART & VASCULAR MEDICINE PC — HEART & VASCULAR MEDICINE DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: HEART & VASCULAR MEDICINE PC

Form 5500-SF

FILING_RECEIVED

HEART & VASCULAR MEDICINE DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 HEART & VASCULAR MEDICINE PC.

Plan sponsor

Name

HEART & VASCULAR MEDICINE PC

EIN

46-2987683

Address

66-32 ALDERTON STREET · REGO PARK, NY · 11374

Phone

(347) 224-2816

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-08

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

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 Offices of Physicians plans

PEDIATRIC CARE GROUP, P.C.

PEDIATRIC CARE GROUP, P.C. PROFIT SHARING PLAN

$1.9M · 16 participants

ANHTUAN TONG MD INC

ANHTUAN TONG MD INC DEFINED BENEFIT PENSION PLAN

$1.9M · 2 participants

HENRY G. WELLS, JR., M.D.

HENRY G. WELLS, JR., M.D. 401K RETIREMENT SAVINGS PLAN

$1.9M · 9 participants

SID MANDELBAUM M.D.

SID MANDELBAUM, M.D. PROFIT SHARING PLAN

$1.9M · 11 participants

CHRIST COMMUNITY HEALTH SERVICES AUGUSTA

CHRIST COMMUNITY HEALTH SERVICES AUGUSTA 401(K) PLAN