How big is James M. Hanna, M.D.'s plan?

James M. Hanna, M.D.'s plan reported $1.8M in assets and 3 participants for 2022.

Original filing (PDF)20230821205951NAL0005195345001

James M. Hanna, M.D.

Name: James M. Hanna, M.D. — James M. Hanna, M.D. 401(k), Form 5500 (2022)
Creator: James M. Hanna, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James M. Hanna, M.D. 401(k) Plan

401(k) retirement plan · James M. Hanna, M.D.'s James M. Hanna, M.D. 401(k) Plan held $1.8M in plan assets for 3 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

James M. Hanna, M.D.'s EIN is 76-0094707.

EIN 76-0094707

Plan number 002

Plan year 2022

ACK ID 20230821205951NAL0005195345001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for James M. Hanna, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

James M. Hanna, M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

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