How big is Serge Kaftal M.D. PA's plan?

Serge Kaftal M.D. PA's plan reported $1.1M in assets and 1 participants for 2024.

Original filing (PDF)20251017141241NAL0015497618001

Serge Kaftal M.D. PA

Name: Serge Kaftal M.D. PA — Serge I. Kaftal Profit, Form 5500 (2024)
Creator: Serge Kaftal M.D. PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Serge I. Kaftal Profit Sharing Plan

401(k) retirement plan · Serge Kaftal M.D. PA's Serge I. Kaftal Profit Sharing Plan held $1.1M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Serge Kaftal signed Serge Kaftal M.D. PA's 2024 Form 5500 as plan administrator.

Serge Kaftal — 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

Serge Kaftal M.D. PA's EIN is 22-3498100.

EIN 22-3498100

Plan number 001

Plan year 2024

ACK ID 20251017141241NAL0015497618001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Serge Kaftal M.D. PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Serge Kaftal M.D. PA's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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