How big is James M. Koerten, MD's plan?

James M. Koerten, MD's plan reported $3.5M in assets and 1 participants for 2024.

Original filing (PDF)20250926083650NAL0009205697001

James M. Koerten, MD

Name: James M. Koerten, MD — James M. Koerten, MD, Form 5500 (2024)
Creator: James M. Koerten, MD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James M. Koerten, MD Retirement Plan & Trust

Defined-contribution retirement plan · James M. Koerten, MD's James M. Koerten, MD Retirement Plan & Trust held $3.5M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

James M. Koerten, MD's EIN is 62-1238118.

EIN 62-1238118

Plan number 001

Plan year 2024

ACK ID 20250926083650NAL0009205697001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James M. Koerten, MD from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James M. Koerten, MD's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES M. KOERTEN, MD.

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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