How big is Carlos K. Wesley MD PC's plan?

Carlos K. Wesley MD PC's plan reported $918K in assets for 2024.

Original filing (PDF)20251015093830NAL0004468849001

Carlos K. Wesley MD PC

Name: Carlos K. Wesley MD PC — Carlos K. Wesley MD PC, Form 5500 (2024)
Creator: Carlos K. Wesley MD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlos K. Wesley MD PC 401(k) Plan and Trust

401(k) retirement plan · Carlos K. Wesley MD PC's Carlos K. Wesley MD PC 401(k) Plan and Trust reported $918K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$918K

Net assets (EOY)

$918K

People on this filing

Carlos Wesley signed Carlos K. Wesley MD PC's 2024 Form 5500 as plan administrator.

Carlos Wesley — 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

Carlos K. Wesley MD PC's EIN is 38-3901955.

EIN 38-3901955

Plan number 001

Plan year 2024

ACK ID 20251015093830NAL0004468849001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlos K. Wesley MD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlos K. Wesley MD PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLOS K. WESLEY MD PC.

Finding similar companies…

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