Joshua A. Halpern, M.D., P.A., Profit Sharing Plan
Form 5500-SF
FILING_RECEIVED
Joshua A. Halpern, M.D., P.A., Profit Sharing Plan
Defined-contribution retirement plan · Joshua A. Halpern, M.D., P.A., Profit Sharing Plan held $3.0M in plan assets for 12 participants in 2024.
Active participants
12
Accounts w/ balance
12
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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
70
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSHUA A. HALPERN, M.D., P.A., PROFIT SHARING PLAN.
Plan sponsor
Name
JOSHUA A. HALPERN, M.D., P.A., PROFIT SHARING PLAN
