How big is Jonathan D. Forman, M.D., P.A.'s plan?

Jonathan D. Forman, M.D., P.A.'s plan reported $615K in assets for 2025.

Original filing (PDF)20260310080319NAL0003654256001

Jonathan D. Forman, M.D., P.A.

Name: Jonathan D. Forman, M.D., P.A. — Jonathan D. Forman, Form 5500 (2025)
Creator: Jonathan D. Forman, M.D., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jonathan D. Forman, M.D., P.A. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Jonathan D. Forman, M.D., P.A.'s Jonathan D. Forman, M.D., P.A. 401(k) Profit Sharing Plan and Trust reported $615K in plan assets in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$615K

Net assets (EOY)

$615K

Plan identifiers

Jonathan D. Forman, M.D., P.A.'s EIN is 41-2250118.

EIN 41-2250118

Plan number 001

Plan year 2025

ACK ID 20260310080319NAL0003654256001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jonathan D. Forman, M.D., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jonathan D. Forman, M.D., P.A.'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 JONATHAN D. FORMAN, M.D., P.A..

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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