How big is Lawrence Isaacs M.D., P.C.'s plan?

Lawrence Isaacs M.D., P.C.'s plan reported $1.5M in assets and 2 participants for 2023.

Original filing (PDF)20240724145731NAL0012858097001

Lawrence Isaacs M.D., P.C.

Name: Lawrence Isaacs M.D., P.C. — Lawrence Isaacs M.D., Form 5500 (2023)
Creator: Lawrence Isaacs M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lawrence Isaacs M.D., P.C. 401(k) Plan

401(k) retirement plan · Lawrence Isaacs M.D., P.C.'s Lawrence Isaacs M.D., P.C. 401(k) Plan held $1.5M in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Lawrence Isaacs M.D., P.C.'s EIN is 04-3648739.

EIN 04-3648739

Plan number 001

Plan year 2023

ACK ID 20240724145731NAL0012858097001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lawrence Isaacs M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Lawrence Isaacs M.D., P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score