Original filing (PDF)20251003104954NAL0002104944001

JERRY CHARNECO

Name: JERRY CHARNECO — DR. JERRY CHARNECO PENSION PLAN, Form 5500 (2024)
Creator: JERRY CHARNECO

Form 5500-SF

FILING_RECEIVED

DR. JERRY CHARNECO PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 JERRY CHARNECO.

Plan sponsor

Name

JERRY CHARNECO

EIN

66-0372078

Address

URB. GARDEN HILLS SUR · CALLE UNION Q3 · GUAYNABO, PR · 009662820

Phone

(787) 850-7900

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

2025-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

3C · Not intended to be qualified

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

AKHIL SHARMA, M.D., INC.

AKHIL SHARMA, M.D., INC. PROFIT SHARING PLAN

$3.9M · 14 participants

BAYCARE HEALTH SYSTEMS LLC

BAYCARE HEALTH SYSTEMS, LLC EMPLOYEE WELFARE BENEFIT PROGRAM

$3.9M · 652 participants

KEVIN S. LEE, M.D. & STEPHEN S. LEE, M.D., P.C.

KEVIN S. LEE, M.D. & STEPHEN S. LEE, M.D., P.C. PROFIT SHARING PLAN

$3.9M · 4 participants

C. GREGORY KANG, M.D., P.A.

C. GREGORY KANG, M.D., P.A. 401(K) PROFIT SHARING PLAN

$3.9M · 8 participants

PENINSULA GASTROINTESTINAL SPECIALISTS, INC.