Original filing (PDF)20230515123332NAL0050424224001

SMITHTOWN MEDICAL, P.C.

Name: SMITHTOWN MEDICAL, P.C. — SMITHTOWN MEDICAL, P.C. 401(K) PLAN, Form 5500 (2022)
Creator: SMITHTOWN MEDICAL, P.C.

Form 5500-SF

FILING_RECEIVED

SMITHTOWN MEDICAL, P.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 SMITHTOWN MEDICAL, P.C..

Plan sponsor

Name

SMITHTOWN MEDICAL, P.C.

EIN

83-3605080

Address

51 AVALON ROAD · GARDEN CITY, NY · 11530

Phone

(516) 248-8525

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Related plans

Similar-size Offices of Physicians plans

MICHAEL J. KUZMA, DDS, P.A.

MICHAEL J. KUZMA, DDS, P.A. CASH BALANCE PLAN

$1.2M · 9 participants

KIRILL ZHADOVICH, MD, SC

KIRILL ZHADOVICH, MD, SC 401(K) PLAN

$1.2M · 5 participants

KID CARE PEDIATRICS

KID CARE PEDIATRICS 401(K) PLAN

$1.2M · 9 participants

OKLAHOMA NEPHROLOGY ASSOCIATES INC

OKLAHOMA NEPHROLOGY ASSOCIATES INC 401K PLAN AND TRUST

$1.2M · 5 participants

CANCER & BLOOD CARE, PC

CANCER & BLOOD CARE, PC DEFINED BENEFIT PLAN