How big is Daniel M Robertson MD PLLC's plan?

Daniel M Robertson MD PLLC's plan reported $1.1M in assets and 1 participants for 2024.

Original filing (PDF)20251001141502NAL0005969155001

Daniel M Robertson MD PLLC

Name: Daniel M Robertson MD PLLC — Daniel M Robertson MD, Form 5500 (2024)
Creator: Daniel M Robertson MD PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel M Robertson MD PLLC 401(k)

401(k) retirement plan · Daniel M Robertson MD PLLC's Daniel M Robertson MD PLLC 401(k) held $1.1M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Daniel M Robertson MD PLLC's EIN is 46-1082559.

EIN 46-1082559

Plan number 001

Plan year 2024

ACK ID 20251001141502NAL0005969155001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel M Robertson MD PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel M Robertson MD PLLC'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 DANIEL M ROBERTSON MD PLLC.

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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