Original filing (PDF)20250924162749NAL0003142547001

JA MEDICAL PC

Name: JA MEDICAL PC — JA MEDICAL PC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: JA MEDICAL PC

Form 5500-SF

FILING_RECEIVED

JA MEDICAL PC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$513K

Net assets (EOY)

$513K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JA MEDICAL PC.

Plan sponsor

Name

JA MEDICAL PC

EIN

85-4056308

Address

161 EAST MAIN STREET · HUNTINGTON, NY · 11743

Phone

(631) 760-8207

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

PERSONALIZED WELLNESS INTERNAL

PERSONALIZED WELLNESS INTERNAL 401(K) PROFIT SHARING PLAN & TRUST

$513K · 5 participants

SOUTHWEST PEDIATRIC ASSOCIATES OF SUGAR LAND

TOWN CENTER PEDIATRICS 401(K) PLAN

$514K · 15 participants

POLLARD FARMS, LLC

POLLARD FARMS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

$513K · 9 participants

VERVE HEALTH LLC

VERVE HEALTH, LLC 401(K) PLAN

$514K · 31 participants

MULLICK DERMATOLOGY, PLLC

MULLICK DERMATOLOGY 401K PLAN