Original filing (PDF)20250624081104NAL0006618721001

MICHAEL A. TAN, MD

Name: MICHAEL A. TAN, MD — MICHAEL A. TAN, MD PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MICHAEL A. TAN, MD

Form 5500-SF

FILING_RECEIVED

MICHAEL A. TAN, MD PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHAEL A. TAN, MD.

Plan sponsor

Name

MICHAEL A. TAN, MD

EIN

62-1810968

Address

854 W. 7TH NORTH STREET · MORRISTOWN, TN · 37814

Phone

(423) 571-7119

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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