How big is Brian Margolis, M.D.'s plan?

Brian Margolis, M.D.'s plan reported $8.5M in assets and 2 participants for 2024.

Original filing (PDF)20251001230812NAL0032658898001

Brian Margolis, M.D.

Name: Brian Margolis, M.D. — Brian Margolis, M.D. Pension, Form 5500 (2024)
Creator: Brian Margolis, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brian Margolis, M.D. Pension Plan

Defined-contribution retirement plan · Brian Margolis, M.D.'s Brian Margolis, M.D. Pension Plan held $8.5M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

People on this filing

Louis A. Lonetto signed Brian Margolis, M.D.'s 2024 Form 5500 as plan administrator.

Louis A. Lonetto — 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

Brian Margolis, M.D.'s EIN is 11-2802825.

EIN 11-2802825

Plan number 002

Plan year 2024

ACK ID 20251001230812NAL0032658898001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Brian Margolis, M.D.'s plan includes profit-sharing.

Decision-maker contacts

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

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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