How big is Joseph Daniels DO PA's plan?

Joseph Daniels DO PA's plan reported $500K in assets and 11 participants for 2024.

Original filing (PDF)20250604132815NAL0007861955001

Joseph Daniels DO PA

Name: Joseph Daniels DO PA — Southwest Orthopedic, Form 5500 (2024)
Creator: Joseph Daniels DO PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southwest Orthopedic Associates 401(k) Plan

401(k) retirement plan · Joseph Daniels DO PA's Southwest Orthopedic Associates 401(k) Plan held $500K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$500K

Net assets (EOY)

$500K

People on this filing

Staci Caldwell signed Joseph Daniels DO PA's 2024 Form 5500 as plan administrator.

Staci Caldwell — 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

Joseph Daniels DO PA's EIN is 36-4523608.

EIN 36-4523608

Plan number 002

Plan year 2024

ACK ID 20250604132815NAL0007861955001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joseph Daniels DO PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph Daniels DO PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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