How big is Joseph B LUNA MD PC's plan?

Joseph B LUNA MD PC's plan reported $2.9M in assets and 5 participants for 2025.

Original filing (PDF)20260506132016NAL0003260786001

Joseph B LUNA MD PC

Name: Joseph B LUNA MD PC — Joseph B LUNA MD PC 401(k), Form 5500 (2025)
Creator: Joseph B LUNA MD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph B LUNA MD PC 401(k) Profit Sharing Plan

401(k) retirement plan · Joseph B LUNA MD PC's Joseph B LUNA MD PC 401(k) Profit Sharing Plan held $2.9M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Joseph B. LUNA, M.D. signed Joseph B LUNA MD PC's 2025 Form 5500 as plan administrator.

Joseph B. LUNA, M.D. — 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

Joseph B LUNA MD PC's EIN is 20-1571567.

EIN 20-1571567

Plan number 001

Plan year 2025

ACK ID 20260506132016NAL0003260786001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Joseph B LUNA MD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Joseph B LUNA MD PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH B LUNA 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