How big is John M. Totten, PC's plan?

John M. Totten, PC's plan reported $1.3M in assets and 2 participants for 2024.

Original filing (PDF)20251014174529NAL0007038290001

John M. Totten, PC

Name: John M. Totten, PC — John M. Totten, PC Safe Harbor, Form 5500 (2024)
Creator: John M. Totten, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John M. Totten, PC Safe Harbor 401(k) Profit Sharing

401(k) retirement plan · John M. Totten, PC's John M. Totten, PC Safe Harbor 401(k) Profit Sharing held $1.3M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

John M. Totten, PC's EIN is 20-2580835.

EIN 20-2580835

Plan number 001

Plan year 2024

ACK ID 20251014174529NAL0007038290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John M. Totten, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John M. Totten, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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