Original filing (PDF)20251008080104NAL0005242257001

JACKIE P ORFANOS MD PC

Name: JACKIE P ORFANOS MD PC — JACKIE P ORFANOS MD PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: JACKIE P ORFANOS MD PC

Form 5500-SF

FILING_RECEIVED

JACKIE P ORFANOS MD PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$334K

Net assets (EOY)

$334K

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 JACKIE P ORFANOS MD PC.

Plan sponsor

Name

JACKIE P ORFANOS MD PC

EIN

47-2485255

Address

700 OLD COUNTRY RD STE 200 · PLAINVIEW, NY · 118034932

Phone

(516) 681-5801

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

2025-10-08

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

ELENA RUZZI FARRELL, D.O., P.C.

ELENA RUZZI FARRELL, D.O., P.C. 401(K) PROFIT SHARING PLAN

$334K

REALTIME CLINICS PC

OMEGA PEDIATRICS 401(K) PLAN

$334K · 6 participants

JEFFREY E. ATKINSON, M.D. LLC

JEFFREY E. ATKINSON, M.D. LLC 401(K) PLAN

$334K · 7 participants

SOUTH FLORIDA INJURY AND CONVENIENT CARE

SOUTH FLORIDA INJURY AND CONVENIENT CARE 401(K) PLAN

$334K · 14 participants

INFECTIOUS DISEASES SPECIALTY AS

INFECTIOUS DISEASES SPECIALTY ASSOCIATES

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.