How big is JEFF PAN, MD, PC's plan?

JEFF PAN, MD, PC's plan reported $2.3M in assets and 7 participants for 2024.

Original filing (PDF)20250826081501NAL0004327139001

JEFF PAN, MD, PC

Name: JEFF PAN, MD, PC — JEFF PAN, MD, PC 401(k) Sharing, Form 5500 (2024)
Creator: JEFF PAN, MD, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JEFF PAN, MD, PC 401(k) Sharing Plan

401(k) retirement plan · JEFF PAN, MD, PC's JEFF PAN, MD, PC 401(k) Sharing Plan held $2.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

JEFF PAN, MD, PC's EIN is 20-4767928.

EIN 20-4767928

Plan number 001

Plan year 2024

ACK ID 20250826081501NAL0004327139001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JEFF PAN, MD, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JEFF PAN, MD, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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