How big is Patrick A. Wegman, M.D.'s plan?

Patrick A. Wegman, M.D.'s plan reported $2.3M in assets and 7 participants for 2022.

Original filing (PDF)20230804053958NAL0021356513001

Patrick A. Wegman, M.D.

Name: Patrick A. Wegman, M.D. — Patrick A. Wegman, M.D., Form 5500 (2022)
Creator: Patrick A. Wegman, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patrick A. Wegman, M.D. Profit Sharing Plan

401(k) retirement plan · Patrick A. Wegman, M.D.'s Patrick A. Wegman, M.D. Profit Sharing Plan held $2.3M in plan assets for 7 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Plan Sponsor signed Patrick A. Wegman, M.D.'s 2022 Form 5500 as plan administrator.

Plan Sponsor — 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

Patrick A. Wegman, M.D.'s EIN is 38-2485937.

EIN 38-2485937

Plan number 001

Plan year 2022

ACK ID 20230804053958NAL0021356513001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Patrick A. Wegman, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Patrick A. Wegman, M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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