How big is Jerrel Emery M.D., Inc.'s plan?

Jerrel Emery M.D., Inc.'s plan reported $584K in assets and 17 participants for 2024.

Original filing (PDF)20250925144234NAL0019687186001

Jerrel Emery M.D., Inc.

Name: Jerrel Emery M.D., Inc. — Jerrel Emery M.D., Inc., Form 5500 (2024)
Creator: Jerrel Emery M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jerrel Emery M.D., Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Jerrel Emery M.D., Inc.'s Jerrel Emery M.D., Inc. 401(k) Profit Sharing Plan and Trust held $584K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$584K

Net assets (EOY)

$584K

Plan identifiers

Jerrel Emery M.D., Inc.'s EIN is 47-2437023.

EIN 47-2437023

Plan number 001

Plan year 2024

ACK ID 20250925144234NAL0019687186001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jerrel Emery M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jerrel Emery M.D., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

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