· 2022–2024 · DOL EFAST2

Carl J Battista MD PC — Carl J Battista MD PC 401(k), Form 5500 (2024)

Original filing (PDF)20250616161223NAL0000538483001

Carl J Battista MD PC

Form 5500-SF

FILING_RECEIVED

Carl J Battista MD PC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Carl J Battista MD PC's Carl J Battista MD PC 401(k) Profit Sharing Plan and Trust reported $1.9M in plan assets in 2024.

Active participants

0

Accounts w/ balance

10

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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

77

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 CARL J BATTISTA MD PC.

Plan sponsor

Name

CARL J BATTISTA MD PC

EIN

61-1436397all filings

Address

680 KINDERKAMACK RD STE 301 · ORADELL, NJ · 07649

Phone

(201) 310-4389

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-06-16

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

Related plans

Similar-size Offices of Physicians plans

All Florida Family Care Inc.

All Florida Family Care Inc. 401(k) Profit Sharing Plan and Trust

$1.9M · 12 participants

Greater Baltimore Orthopedic Surgery, LLC

Greater Baltimore Orthopedic Surgery 401(k) Profit Sharing Plan

$1.9M · 6 participants

Wichita Ear Clinic, P.A.

Wichita Ear Clinic, P.A. 401(k) Profit Sharing Plan

$1.9M · 15 participants

Village Pediatrics, LLC

Village Pediatrics, LLC 401(k) Plan

$1.9M · 26 participants

Erica M. RUIZ, MD.

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