How big is Gary M Wolfson MD's plan?

Gary M Wolfson MD's plan reported $2.2M in assets and 5 participants for 2024.

Original filing (PDF)20250630125222NAL0017312880001

Gary M Wolfson MD

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

Form 5500-SF

FILING_RECEIVED

Gary M Wolfson MD Retirement Trust

401(k) retirement plan · Gary M Wolfson MD's Gary M Wolfson MD Retirement Trust held $2.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Gary M Wolfson MD's EIN is 65-0292678.

EIN 65-0292678

Plan number 001

Plan year 2024

ACK ID 20250630125222NAL0017312880001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Gary M Wolfson MD'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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

GARY M WOLFSON MD

EIN

all filings

Address

1411 NORTH FLAGLER DR · STE 7500 · WEST PALM BEACH, FL · 33401

Phone

(561) 833-1010

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator