How big is Daniel L. Fortmann M.D. PC's plan?

Daniel L. Fortmann M.D. PC's plan reported $707K in assets and 3 participants for 2024.

Original filing (PDF)20250501123216NAL0003180673001

Daniel L. Fortmann M.D. PC

Name: Daniel L. Fortmann M.D. PC — Daniel L. Fortmann M.D., Form 5500 (2024)
Creator: Daniel L. Fortmann M.D. PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel L. Fortmann M.D. PC 401(k) Profit Sharing Plan

401(k) retirement plan · Daniel L. Fortmann M.D. PC's Daniel L. Fortmann M.D. PC 401(k) Profit Sharing Plan held $707K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$707K

Net assets (EOY)

$707K

Plan identifiers

Daniel L. Fortmann M.D. PC's EIN is 74-3083381.

EIN 74-3083381

Plan number 001

Plan year 2024

ACK ID 20250501123216NAL0003180673001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel L. Fortmann M.D. PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel L. Fortmann M.D. PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL L. FORTMANN M.D. PC.

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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