How big is Roberta D. Sengelmann, M.D., Inc.'s plan?

Roberta D. Sengelmann, M.D., Inc.'s plan reported $4.1M in assets and 16 participants for 2024.

Original filing (PDF)20251015192557NAL0002815699002

Roberta D. Sengelmann, M.D., Inc.

Name: Roberta D. Sengelmann, M.D., Inc. — Valhalla Medical, Form 5500 (2024)
Creator: Roberta D. Sengelmann, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valhalla Medical Cash Balance Pension Plan

Defined-benefit pension plan · Roberta D. Sengelmann, M.D., Inc.'s Valhalla Medical Cash Balance Pension Plan held $4.1M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Roberta D. Sengelmann, M.D., Inc.'s EIN is 27-1759589.

EIN 27-1759589

Plan number 003

Plan year 2024

ACK ID 20251015192557NAL0002815699002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Roberta D. Sengelmann, M.D., Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERTA D. SENGELMANN, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score