Plan5500

Josiane Lederman, M.D., P.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Josiane Lederman, M.D., P.C. (EIN 13-3747349) is a plan sponsor located in Staten Island, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-3747349
Location
Staten Island, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Josiane Lederman, M.D., P.C.

  • 2 loaded plans hold $4.8M in reported assets.
  • The largest, Josiane Lederman, M. D. , P. C. Cash Balance Plan, holds 51% of this company's reported plan assets.
  • Plans cover 34 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.8MSummed across loaded plans$4,833,185
Total reported assets$4.8M$4,833,185
Total reported participants34
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.8M total assets
Net assets$4.8MLiabilities$0
Contributions & income
Employer contributions$220K
Participant contributions$0
Total income / additions$576.3K
Expenses & distributions
Benefits paid / distributions$34.7K
Total expenses$38.3K
Net increase / (decrease)$538K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets51%Josiane Lederman, M. D. , P. C. Cash Balance Plan
Participants per plan17Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Josiane Lederman, M. D. , P. C. Cash Balance Plan$2.5M
    Plan #003 · 11 participants · 2023
  2. 2
    Josiane Lederman, M. D. , P. C. 401(K) Profit Sharing Plan$2.4M
    Plan #001 · 23 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Josiane Lederman, M.D., P.C.. Open one for its full reported snapshot.

  1. 2023
    Josiane Lederman, M. D. , P. C. Cash Balance Plan11 participants · 2Sch I
    View filing →
  2. 2023
    Josiane Lederman, M. D. , P. C. 401(K) Profit Sharing Plan23 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Josiane Lederman, M.D., P.C. report on Form 5500?
Josiane Lederman, M.D., P.C. (EIN 13-3747349) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Josiane Lederman, M.D., P.C.?
The Employer Identification Number (EIN) reported for Josiane Lederman, M.D., P.C. is 13-3747349.
What is the latest Form 5500 filing year for Josiane Lederman, M.D., P.C.?
The latest loaded Form 5500 filing year for Josiane Lederman, M.D., P.C. is 2023.

Related Form 5500 pages