How big is Whitney James, M.D., P.C.'s plan?

Whitney James, M.D., P.C.'s plan reported $193K in assets and 4 participants for 2023.

Original filing (PDF)20241008141132NAL0017760737001

Whitney James, M.D., P.C.

Name: Whitney James, M.D., P.C. — Whitney James, M.D., Form 5500 (2023)
Creator: Whitney James, M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitney James, M.D., P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Whitney James, M.D., P.C.'s Whitney James, M.D., P.C. 401(k) Profit Sharing Plan held $193K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$193K

Net assets (EOY)

$193K

Plan identifiers

Whitney James, M.D., P.C.'s EIN is 82-3619726.

EIN 82-3619726

Plan number 001

Plan year 2023

ACK ID 20241008141132NAL0017760737001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Whitney James, M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Whitney James, M.D., P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITNEY JAMES, M.D., P.C..

Finding similar companies…

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