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

Jeffrey B. Wise MD LLC's plan reported $669K in assets and 8 participants for 2024.

Original filing (PDF)20251014070723NAL0001078515001

Jeffrey B. Wise MD LLC

Name: Jeffrey B. Wise MD LLC — Jeffrey B. Wise MD Defined, 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 Defined Benefit Plan

Defined-benefit pension plan · Jeffrey B. Wise MD LLC's Jeffrey B. Wise MD Defined Benefit Plan held $669K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$669K

Net assets (EOY)

$669K

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 002

Plan year 2024

ACK ID 20251014070723NAL0001078515001

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 a defined-benefit pension formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score