How big is Jeffrey B. Wise MD LLC's plan?

Jeffrey B. Wise MD LLC's plan reported $1.1M in assets and 17 participants for 2024.

Original filing (PDF)20250903090704NAL0025658736001

Jeffrey B. Wise MD LLC

Name: Jeffrey B. Wise MD LLC — Jeffrey B. Wise MD 401(k), Form 5500 (2024)
Creator: Jeffrey B. Wise MD LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey B. Wise MD 401(k) Profit Sharing Plan

401(k) retirement plan · Jeffrey B. Wise MD LLC's Jeffrey B. Wise MD 401(k) Profit Sharing Plan held $1.1M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Jeffrey Wise signed Jeffrey B. Wise MD LLC's 2024 Form 5500 as plan administrator.

Jeffrey Wise — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jeffrey B. Wise MD LLC's EIN is 77-0690364.

EIN 77-0690364

Plan number 001

Plan year 2024

ACK ID 20250903090704NAL0025658736001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey B. Wise MD LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey B. Wise MD LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY B. WISE MD LLC.

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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