How big is Travis Shaw MD PC's plan?

Travis Shaw MD PC's plan reported $688K in assets and 3 participants for 2022.

Original filing (PDF)20230712093949NAL0021268961001

Travis Shaw MD PC

Name: Travis Shaw MD PC — Travis Shaw MD 401(k) Plan, Form 5500 (2022)
Creator: Travis Shaw MD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Travis Shaw MD 401(k) Plan

401(k) retirement plan · Travis Shaw MD PC's Travis Shaw MD 401(k) Plan held $688K in plan assets for 3 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$688K

Net assets (EOY)

$688K

Plan identifiers

Travis Shaw MD PC's EIN is 47-1505013.

EIN 47-1505013

Plan number 001

Plan year 2022

ACK ID 20230712093949NAL0021268961001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Travis Shaw MD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Travis Shaw MD PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

TRAVIS SHAW MD PC

EIN

all filings

Address

8730 STONY POINT PARKWAY · SUITE 120 · RICHMOND, VA · 23235

Phone

(305) 281-6196

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator