How big is Jeffrey D. Wagner, M.D., P.C.'s plan?

Jeffrey D. Wagner, M.D., P.C.'s plan reported $6.0M in assets and 4 participants for 2024.

Original filing (PDF)20250708081530NAL0002512275001

Jeffrey D. Wagner, M.D., P.C.

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

Form 5500-SF

FILING_RECEIVED

Jeffrey D. Wagner, M.D., P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Jeffrey D. Wagner, M.D., P.C.'s Jeffrey D. Wagner, M.D., P.C. 401(k) Profit Sharing Plan held $6.0M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan identifiers

Jeffrey D. Wagner, M.D., P.C.'s EIN is 20-0519090.

EIN 20-0519090

Plan number 001

Plan year 2024

ACK ID 20250708081530NAL0002512275001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey D. Wagner, M.D., P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

JEFFREY D. WAGNER, M.D., P.C.

EIN

all filings

Address

8040 CLEARVISTA PARKWAY, SUITE 570 · INDIANAPOLIS, IN · 46256

Phone

(317) 621-2520

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator