How big is Medicus Wealth Planning's plan?

Medicus Wealth Planning's plan reported $233K in assets and 2 participants for 2025.

Original filing (PDF)20260422220537NAL0002210963008

Medicus Wealth Planning

Name: Medicus Wealth Planning — Medicus Wealth Planning, Form 5500 (2025)
Creator: Medicus Wealth Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Medicus Wealth Planning 401(k) Plan

401(k) retirement plan · Medicus Wealth Planning's Medicus Wealth Planning 401(k) Plan held $233K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$233K

Net assets (EOY)

$233K

Plan identifiers

Medicus Wealth Planning's EIN is 26-2840420.

EIN 26-2840420

Plan number 001

Plan year 2025

ACK ID 20260422220537NAL0002210963008

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Medicus Wealth Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Medicus Wealth Planning'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 MEDICUS WEALTH PLANNING.

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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