Original filing (PDF)20251015082053NAL0004330609001

DAVID J. WYATT

Name: DAVID J. WYATT — DAVID J. WYATT PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DAVID J. WYATT

Form 5500-SF

FILING_RECEIVED

DAVID J. WYATT PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID J. WYATT.

Plan sponsor

Name

DAVID J. WYATT

EIN

83-3355774

Address

6218 PERLITA DRIVE · NEW ORLEANS, LA · 70122

Phone

(985) 778-5826

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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