Original filing (PDF)20260105172151NAL0010721026001

BRIAN W. FORTUIN, MD, PA

Name: BRIAN W. FORTUIN, MD, PA — BRIAN W. FORTUIN, MD, PA 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: BRIAN W. FORTUIN, MD, PA

Form 5500-SF

FILING_RECEIVED

BRIAN W. FORTUIN, MD, PA 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 BRIAN W. FORTUIN, MD, PA.

Plan sponsor

Name

BRIAN W. FORTUIN, MD, PA

EIN

75-3042224

Address

625 POLELINE ROAD, SUITE 2A · TWIN FALLS, ID · 83301

Phone

(208) 814-8600

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

2024-10-01

Tax period

2025-09-30

Filed

2026-01-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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