Original filing (PDF)20250903090704NAL0025658736001

JEFFREY B. WISE MD LLC

Name: JEFFREY B. WISE MD LLC — JEFFREY B. WISE MD 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JEFFREY B. WISE MD LLC

Form 5500-SF

FILING_RECEIVED

JEFFREY B. WISE MD 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 JEFFREY B. WISE MD LLC.

Plan sponsor

Name

JEFFREY B. WISE MD LLC

EIN

77-0690364

Address

1680 ROUTE 23 · SUITE 120 · WAYNE, NJ · 07470

Phone

(973) 305-1400

Industry

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

2025-09-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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 Health Care & Social Assistance plans

OSCAR F. SUGASTTI, MD LLC

AAA PEDIATRICS 401(K) PLAN

$1.1M · 6 participants

SKIN PHARM INC

SKIN PHARM INC 401(K) PLAN

$1.1M · 65 participants

NATURAL HEARING CENTERS, INC.

NATURAL HEARING CENTERS, INC. CASH BALANCE PLAN

$1.1M · 35 participants

DR. ANDREA S. BUCK, P.C. DBA BURLINGTON COUNTY DERMATOLOGY

BURLINGTON COUNTY DERMATOLOGY 401(K) COMPASS RETIREMENT PLAN

$1.1M · 13 participants

WILLIAMS ORTHODONTICS, PLLC

WILLIAMS ORTHODONTICS, PLLC CASH BALANCE PLAN