How big is William E. Roundtree, MD, PC's plan?

William E. Roundtree, MD, PC's plan reported $2.7M in assets and 6 participants for 2024.

Original filing (PDF)20251015112901NAL0002217619001

William E. Roundtree, MD, PC

Name: William E. Roundtree, MD, PC — William E. Roundtree, Form 5500 (2024)
Creator: William E. Roundtree, MD, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William E. Roundtree, MD, PC 401(k) Profit Sharing Plan

401(k) retirement plan · William E. Roundtree, MD, PC's William E. Roundtree, MD, PC 401(k) Profit Sharing Plan held $2.7M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

William E. Roundtree, MD, PC's EIN is 05-0552885.

EIN 05-0552885

Plan number 001

Plan year 2024

ACK ID 20251015112901NAL0002217619001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William E. Roundtree, MD, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William E. Roundtree, MD, PC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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