How big is Paul S. Heltzer MD, PC's plan?

Paul S. Heltzer MD, PC's plan reported $1.6M in assets and 8 participants for 2024.

Original filing (PDF)20251015073815NAL0002072019001

Paul S. Heltzer MD, PC

Name: Paul S. Heltzer MD, PC — Paul S. Heltzer MD, PC Cash, Form 5500 (2024)
Creator: Paul S. Heltzer MD, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paul S. Heltzer MD, PC Cash Balance Plan

Defined-benefit pension plan · Paul S. Heltzer MD, PC's Paul S. Heltzer MD, PC Cash Balance Plan held $1.6M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Paul S. Heltzer MD signed Paul S. Heltzer MD, PC's 2024 Form 5500 as plan administrator.

Paul S. Heltzer MD — 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

Paul S. Heltzer MD, PC's EIN is 46-1462572.

EIN 46-1462572

Plan number 002

Plan year 2024

ACK ID 20251015073815NAL0002072019001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Paul S. Heltzer MD, PC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PAUL S. HELTZER MD, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score