How big is Daniel N. Sacks, M.D., P.A.'s plan?

Daniel N. Sacks, M.D., P.A.'s plan reported $2.6M in assets and 2 participants for 2024.

Original filing (PDF)20251002121855NAL0000329539001

Daniel N. Sacks, M.D., P.A.

Name: Daniel N. Sacks, M.D., P.A. — Daniel N. Sacks, M.D., Form 5500 (2024)
Creator: Daniel N. Sacks, M.D., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel N. Sacks, M.D., P.A. Cash Balance Pension Plan & Trust

Defined-benefit pension plan · Daniel N. Sacks, M.D., P.A.'s Daniel N. Sacks, M.D., P.A. Cash Balance Pension Plan & Trust held $2.6M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Daniel N. Sacks, M.D., P.A.'s EIN is 20-1558281.

EIN 20-1558281

Plan number 001

Plan year 2024

ACK ID 20251002121855NAL0000329539001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel N. Sacks, M.D., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel N. Sacks, M.D., P.A.'s plan includes a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score