How big is Keith Jorgensen, M.D., P.A.'s plan?

Keith Jorgensen, M.D., P.A.'s plan reported $1.8M in assets and 5 participants for 2024.

Original filing (PDF)20251014201624NAL0003677921001

Keith Jorgensen, M.D., P.A.

Name: Keith Jorgensen, M.D., P.A. — Keith D. Jorgensen, M., Form 5500 (2024)
Creator: Keith Jorgensen, M.D., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keith D. Jorgensen, M. D. , P. A. Pension Plan

Defined-benefit pension plan · Keith Jorgensen, M.D., P.A.'s Keith D. Jorgensen, M. D. , P. A. Pension Plan held $1.8M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Keith Jorgensen signed Keith Jorgensen, M.D., P.A.'s 2024 Form 5500 as plan administrator.

Keith Jorgensen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Keith Jorgensen, M.D., P.A.'s EIN is 02-0404462.

EIN 02-0404462

Plan number 003

Plan year 2024

ACK ID 20251014201624NAL0003677921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Keith Jorgensen, M.D., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Keith Jorgensen, M.D., P.A.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEITH JORGENSEN, M.D., P.A..

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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