How big is Anthony Bertelle, M.D., P.C.'s plan?

Anthony Bertelle, M.D., P.C.'s plan reported $1.3M in assets and 9 participants for 2024.

Original filing (PDF)20250424111851NAL0004138451001

Anthony Bertelle, M.D., P.C.

Name: Anthony Bertelle, M.D., P.C. — Anthony Bertelle, Form 5500 (2024)
Creator: Anthony Bertelle, M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anthony Bertelle, M.D., P.C. Profit Sharing Plan

Defined-contribution retirement plan · Anthony Bertelle, M.D., P.C.'s Anthony Bertelle, M.D., P.C. Profit Sharing Plan held $1.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Anthony Bertelle, M.D., P.C.'s EIN is 13-3677894.

EIN 13-3677894

Plan number 002

Plan year 2024

ACK ID 20250424111851NAL0004138451001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Anthony Bertelle, M.D., P.C.'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 ANTHONY BERTELLE, M.D., P.C..

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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

Knocking points off