How big is LYLE D. Kurtz, M.D., Inc.'s plan?

LYLE D. Kurtz, M.D., Inc.'s plan reported $3.8M in assets and 5 participants for 2024.

Original filing (PDF)20250520141813NAL0005039218001

LYLE D. Kurtz, M.D., Inc.

Name: LYLE D. Kurtz, M.D., Inc. — LYLE D. Kurtz, M.D., Form 5500 (2024)
Creator: LYLE D. Kurtz, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LYLE D. Kurtz, M.D., Inc. 401(k) Plan

401(k) retirement plan · LYLE D. Kurtz, M.D., Inc.'s LYLE D. Kurtz, M.D., Inc. 401(k) Plan held $3.8M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

LYLE D. Kurtz, M.D., Inc.'s EIN is 20-5308118.

EIN 20-5308118

Plan number 001

Plan year 2024

ACK ID 20250520141813NAL0005039218001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LYLE D. Kurtz, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LYLE D. Kurtz, M.D., Inc.'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 LYLE D. KURTZ, M.D., INC..

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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