Original filing (PDF)20250721074935NAL0002449890001

716 ORTHOPAEDICS AND SPINE SURGERY, PLLC

Name: 716 ORTHOPAEDICS AND SPINE SURGERY, PLLC — 716 ORTHOPAEDICS AND SPINE SURGERY 401(K) PLAN, Form 5500 (2024)
Creator: 716 ORTHOPAEDICS AND SPINE SURGERY, PLLC

Form 5500-SF

FILING_RECEIVED

716 ORTHOPAEDICS AND SPINE SURGERY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 716 ORTHOPAEDICS AND SPINE SURGERY, PLLC.

Plan sponsor

Name

716 ORTHOPAEDICS AND SPINE SURGERY, PLLC

EIN

85-3683447

Address

2914 ELMWOOD AVE. · KENMORE, NY · 14217

Phone

(716) 447-6310

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

2025-07-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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 Offices of Physicians plans

LISA M. WHITEAKER, MD

LISA M. WHITEAKER, MD CASH BALANCE PLAN

$1.0M · 14 participants

MINNEAPOLIS BARIATRIC SURGEONS, P.A.

MINNEAPOLIS BARIATRIC SURGEONS, P.A. PROFIT SHARING AND 401(K) PLAN

$1.0M · 2 participants

ANUJ GUPTA, M.D., CORPORATION

ANUJ GUPTA, M.D. CORPORATION DEFINED BENEFIT PENSION PLAN

$1.0M · 4 participants

SANJEEV M. WASAN, M.D., PLC

SANJEEV M. WASAN, M.D., PLC 401(K) PROFIT SHARING PLAN

$1.0M · 3 participants

JON F. GRAHAM, M.D., LLC