How big is Petoskey Surgeons, PC's plan?

Petoskey Surgeons, PC's plan reported $10.9M in assets and 41 participants for 2024.

Original filing (PDF)20251009122021NAL0011442544001

Petoskey Surgeons, PC

Name: Petoskey Surgeons, PC — Petoskey Surgeons, PC 401(k), Form 5500 (2024)
Creator: Petoskey Surgeons, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Petoskey Surgeons, PC 401(k) Profit Sharing Plan

401(k) retirement plan · Petoskey Surgeons, PC's Petoskey Surgeons, PC 401(k) Profit Sharing Plan held $10.9M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.9M

Net assets (EOY)

$10.9M

Plan identifiers

Petoskey Surgeons, PC's EIN is 38-3448511.

EIN 38-3448511

Plan number 001

Plan year 2024

ACK ID 20251009122021NAL0011442544001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Petoskey Surgeons, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Petoskey Surgeons, PC'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 PETOSKEY SURGEONS, 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