· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JAMES M. KOERTEN, MD — JAMES M. KOERTEN, MD RETIREMENT PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250926083650NAL0009205697001
JAMES M. KOERTEN, MD
Form 5500-SF
FILING_RECEIVED
JAMES M. KOERTEN, MD RETIREMENT PLAN & TRUST
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JAMES M. KOERTEN, MD
.
Find decision makers
Plan sponsor
Name
JAMES M. KOERTEN, MD
EIN
62-1238118
Address
1102 FOXWOOD DRIVE · SEVIERVILLE, TN · 37862
Phone
(865) 453-7717
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
KOPYTA INTERNAL MEDICINE, P.C.
KOPYTA INTERNAL MEDICINE, P.C. 401(K) PROFIT SHARING PLAN
$3.5M · 3 participants
ADVANCED DERM-PLASTIC, PA
ADP 401(K) P/S PLAN
$3.5M · 7 participants
SOLAS HEALTH, PLLC
SOLAS HEALTH, PLLC PROFIT SHARING PLAN
$3.5M · 28 participants
NEUROSURGICAL ASSOCIATES OF CENTRAL JERSEY, PA
NEUROSURGICAL ASSOCIATES AT PARK AVENUE, P.A. 401(K) PROFIT SHARING PLAN
$3.5M · 5 participants
ASAP HEALTH SOLUTIONS, INC.
ASAP HEALTH SOLUTIONS, INC. CASH BALANCE PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$3.5M · 6 participants
SOUTH CHARLOTTE DERMATOLOGY, PC
SMITHTOWN DERMATOLOGY, P.C.401(K) PROFIT SHARING PLAN
$3.5M · 10 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
