Original filing (PDF)20251008123044NAL0005547969001

UPPER MANHATTAN MEDICAL, P.C.

Name: UPPER MANHATTAN MEDICAL, P.C. — UPPER MANHATTAN MEDICAL, P.C. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: UPPER MANHATTAN MEDICAL, P.C.

Form 5500-SF

FILING_RECEIVED

UPPER MANHATTAN MEDICAL, P.C. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 UPPER MANHATTAN MEDICAL, P.C..

Plan sponsor

Name

UPPER MANHATTAN MEDICAL, P.C.

EIN

54-2090353

Address

160 EAST 72ND STREET · NEW YORK, NY · 10021

Phone

(212) 772-7686

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

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

MARTIN ANESTHESIA GROUP

MARTIN ANESTHESIA GROUP 401(K) PLAN

$1.8M · 2 participants

PATRICIA ROY DO PC

PATRICIA ROY DO PC 401(K) PROFIT SHARING PLAN

$1.7M · 5 participants

MEDICAL SURGICAL EYE CARE SERV

MEDICAL SURGICAL EYE CARE SERV 401(K) PROFIT SHARING PLAN & TRUST

$1.7M · 54 participants

FAIRWAY PEDIATRICS, LLC

FAIRWAY PEDIATRICS, LLC 401 (K) PROFIT SHARING PLAN & TRUST

$1.8M · 22 participants

RODNEY D HENDERSON MD PC

RODNEY D HENDERSON MD PC 401(K) PROFIT SHARING PLAN & TRUST