Original filing (PDF)20250708050234NAL0006058368001

JOSEPH DONNELLAN MD LLC

Name: JOSEPH DONNELLAN MD LLC — JOSEPH DONNELLAN MD 401K PLAN, Form 5500 (2023)
Creator: JOSEPH DONNELLAN MD LLC

Form 5500-SF

FILING_RECEIVED

JOSEPH DONNELLAN MD 401K PLAN

401(k) retirement plan

Signals · 1

Late filing · 7.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 7.7 months past the 10.5-month grace window.

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 JOSEPH DONNELLAN MD LLC.

Plan sponsor

Name

JOSEPH DONNELLAN MD LLC

EIN

46-5630063

Address

422 COURTYARD DR · HILLSBOROUGH, NJ · 08844

Phone

(908) 938-6925

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2023-12-31

Filed

2025-07-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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