Original filing (PDF)20240419094737NAL0006172993001

LISA B. SZUBIN, MD

Name: LISA B. SZUBIN, MD — LISA B SZUBIN MD 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: LISA B. SZUBIN, MD

Form 5500-SF

FILING_RECEIVED

LISA B SZUBIN MD 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$732K

Net assets (EOY)

$732K

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 LISA B. SZUBIN, MD.

Plan sponsor

Name

LISA B. SZUBIN, MD

EIN

90-0338882

Address

3 E 71ST ST · NEW YORK, NY · 100214154

Phone

(212) 249-7966

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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