How big is BERT E. Sharp, D.P.M. P.A.'s plan?

BERT E. Sharp, D.P.M. P.A.'s plan reported $1.7M in assets and 4 participants for 2023.

Original filing (PDF)20241212182206NAL0012847681001

BERT E. Sharp, D.P.M. P.A.

Name: BERT E. Sharp, D.P.M. P.A. — BERT E. Sharp, D.P.M., Form 5500 (2023)
Creator: BERT E. Sharp, D.P.M. P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BERT E. Sharp, D.P.M. P.A. Profit Sharing Plan and Trust

Defined-contribution retirement plan · BERT E. Sharp, D.P.M. P.A.'s BERT E. Sharp, D.P.M. P.A. Profit Sharing Plan and Trust held $1.7M in plan assets for 4 participants in 2023.

Signals · 2

Late filing · 0.9 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

BERT E. Sharp, D.P.M. P.A.'s EIN is 75-2573608.

EIN 75-2573608

Plan number 001

Plan year 2023

ACK ID 20241212182206NAL0012847681001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for BERT E. Sharp, D.P.M. P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

BERT E. Sharp, D.P.M. P.A.'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 BERT E. SHARP, D.P.M. P.A..

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off