· 2022–2024 · DOL EFAST2

DJ Purcell MD PC — DJ Purcell MD PC 401(k) Plan, Form 5500 (2025)

Original filing (PDF)20260723150609NAL0020324578001

DJ Purcell MD PC

Form 5500-SF

FILING_RECEIVED

DJ Purcell MD PC 401(k) Plan

401(k) retirement plan · DJ Purcell MD PC's DJ Purcell MD PC 401(k) Plan held $14K in plan assets for 11 participants in 2025.

Active participants

11

Accounts w/ balance

6

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

30

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

DJ PURCELL MD PC

EIN

99-4374849all filings

Address

252 MAIN STREET · BEACON, NY · 12508

Phone

(845) 573-2273

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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