Original filing (PDF)20241022132106NAL0003712048013

MIDTOWN OCCUPATIONAL THERAPY, P.C.

Name: MIDTOWN OCCUPATIONAL THERAPY, P.C. — MIDTOWN OCCUPATIONAL THERAPY 401(K) PLAN, Form 5500 (2023)
Creator: MIDTOWN OCCUPATIONAL THERAPY, P.C.

Form 5500-SF

FILING_RECEIVED

MIDTOWN OCCUPATIONAL THERAPY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 MIDTOWN OCCUPATIONAL THERAPY, P.C..

Plan sponsor

Name

MIDTOWN OCCUPATIONAL THERAPY, P.C.

EIN

84-2006240

Address

49 WEST 24TH STREET · 4TH FLOOR · NEW YORK, NY · 10010

Phone

(631) 790-8534

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-04-29

Filed

2024-10-22

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

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