Original filing (PDF)20241011093008NAL0021593505001

EGER PSYCHOLOGICAL SERVICES, PC

Name: EGER PSYCHOLOGICAL SERVICES, PC — DAVID J. EGER, PH.D. PENSION PLAN, Form 5500 (2023)
Creator: EGER PSYCHOLOGICAL SERVICES, PC

Form 5500-SF

FILING_RECEIVED

DAVID J. EGER, PH.D. PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 EGER PSYCHOLOGICAL SERVICES, PC.

Plan sponsor

Name

EGER PSYCHOLOGICAL SERVICES, PC

EIN

58-2674453

Address

90 BRYANT AVENUE · WHITE PLAINS, NY · 106051952

Phone

(914) 946-0142

Industry

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

2024-10-11

Pension benefit codes

2C · Money purchase (other than target benefit)

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

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