Original filing (PDF)20250414124233NAL0001693345001

NEIL S. ROTH, M.D., P.C.

Name: NEIL S. ROTH, M.D., P.C. — NEIL S. ROTH, M.D., P.C. RETIREMENT PLAN, Form 5500 (2023)
Creator: NEIL S. ROTH, M.D., P.C.

Form 5500-SF

FILING_RECEIVED

NEIL S. ROTH, M.D., P.C. RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEIL S. ROTH, M.D., P.C..

Plan sponsor

Name

NEIL S. ROTH, M.D., P.C.

EIN

65-1200694

Address

45 OGDEN ROAD · SCARSDALE, NY · 10583

Phone

(212) 861-2300

Industry

Offices of Physicians· 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

2024-06-30

Filed

2025-04-14

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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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