How big is KERI Peterson MD PC's plan?

KERI Peterson MD PC's plan reported $196K in assets and 2 participants for 2024.

Original filing (PDF)20251008075329NAL0005235953001

KERI Peterson MD PC

Name: KERI Peterson MD PC — KERI Peterson MD Pension Plan, Form 5500 (2024)
Creator: KERI Peterson MD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KERI Peterson MD Pension Plan

Defined-contribution retirement plan · KERI Peterson MD PC's KERI Peterson MD Pension Plan held $196K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$196K

Net assets (EOY)

$196K

Plan identifiers

KERI Peterson MD PC's EIN is 81-1501960.

EIN 81-1501960

Plan number 001

Plan year 2024

ACK ID 20251008075329NAL0005235953001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KERI Peterson MD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KERI Peterson MD PC'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 KERI PETERSON MD PC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

KERI PETERSON MD PC

EIN

all filings

Address

150 EAST 58TH ST. · 4TH FLOOR ANNEX · NEW YORK, NY · 10155

Phone

(212) 583-2962

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator