How big is Daniel S. Cosgrove, M.D., PC's plan?

Daniel S. Cosgrove, M.D., PC's plan reported $967K in assets and 9 participants for 2024.

Original filing (PDF)20251014195400NAL0003668385001

Daniel S. Cosgrove, M.D., PC

Name: Daniel S. Cosgrove, M.D., PC — Wellmax 401(k) Profit, Form 5500 (2024)
Creator: Daniel S. Cosgrove, M.D., PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellmax 401(k) Profit Sharing Plan

401(k) retirement plan · Daniel S. Cosgrove, M.D., PC's Wellmax 401(k) Profit Sharing Plan held $967K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$967K

Net assets (EOY)

$967K

Plan identifiers

Daniel S. Cosgrove, M.D., PC's EIN is 33-0600561.

EIN 33-0600561

Plan number 001

Plan year 2024

ACK ID 20251014195400NAL0003668385001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel S. Cosgrove, M.D., PC'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 DANIEL S. COSGROVE, M.D., PC.

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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