Original filing (PDF)20230526220550NAL0014519841031

BENJAMIN TRACY MD PLLC

Name: BENJAMIN TRACY MD PLLC — MONROE MEDSPA 401(K) PLAN, Form 5500 (2022)
Creator: BENJAMIN TRACY MD PLLC

Form 5500-SF

FILING_RECEIVED

MONROE MEDSPA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$258K

Net assets (EOY)

$258K

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

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 BENJAMIN TRACY MD PLLC.

Plan sponsor

Name

BENJAMIN TRACY MD PLLC

EIN

82-0962473

Address

1234 CLOVER ST · ROCHESTER, NY · 14610

Phone

(585) 405-5000

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

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 Other Services (ex. Public Admin) plans

PIONEER PROPERTY MANAGEMENT IN

PIONEER PROPERTY MANAGEMENT IN 401(K) PROFIT SHARING PLAN & TRUST

$258K · 4 participants

D&P CONSTRUCTION INC

D&P CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST

$258K · 31 participants

EDWIN MAESO

EDWIN MAESO RETIREMENT PLAN

$258K

YOUTH SENTENCING & REENTRY PRO

YOUTH SENTENCING & REENTRY PRO 401(K) PROFIT SHARING PLAN & TRUST

$258K · 17 participants

SUN AND SAND MOTEL, INC. DBA PELICAN INN AND SUITE

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.