How big is Walter Ottesen, P.A.'s plan?

Walter Ottesen, P.A.'s plan reported $793K in assets and 3 participants for 2024.

Original filing (PDF)20250813161528NAL0004969667001

Walter Ottesen, P.A.

Name: Walter Ottesen, P.A. — Walter Ottesen, P.A. 401(k), Form 5500 (2024)
Creator: Walter Ottesen, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walter Ottesen, P.A. 401(k) Plan

401(k) retirement plan · Walter Ottesen, P.A.'s Walter Ottesen, P.A. 401(k) Plan held $793K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$793K

Net assets (EOY)

$793K

Plan identifiers

Walter Ottesen, P.A.'s EIN is 52-1956426.

EIN 52-1956426

Plan number 003

Plan year 2024

ACK ID 20250813161528NAL0004969667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walter Ottesen, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walter Ottesen, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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