How big is Physicians Trust, Inc.'s plan?

Physicians Trust, Inc.'s plan reported $4.9M in assets and 30 participants for 2023.

Original filing (PDF)20240620130651NAL0001311041001

Physicians Trust, Inc.

Name: Physicians Trust, Inc. — Physicians Trust, Inc., Form 5500 (2023)
Creator: Physicians Trust, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Physicians Trust, Inc. Retirement Plan

401(k) retirement plan · Physicians Trust, Inc.'s Physicians Trust, Inc. Retirement Plan held $4.9M in plan assets for 30 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan identifiers

Physicians Trust, Inc.'s EIN is 26-4410870.

EIN 26-4410870

Plan number 001

Plan year 2023

ACK ID 20240620130651NAL0001311041001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Physicians Trust, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Physicians Trust, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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