How big is James D. Goertz D.M.D.'s plan?

James D. Goertz D.M.D.'s plan reported $920K in assets for 2025.

Original filing (PDF)20260515130623NAL0018521826001

James D. Goertz D.M.D.

Name: James D. Goertz D.M.D. — James D. Goertz D.M.D., Form 5500 (2025)
Creator: James D. Goertz D.M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James D. Goertz D.M.D. Profit Sharing Plan

Defined-contribution retirement plan · James D. Goertz D.M.D.'s James D. Goertz D.M.D. Profit Sharing Plan reported $920K in plan assets in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$920K

Net assets (EOY)

$920K

People on this filing

James Goertz signed James D. Goertz D.M.D.'s 2025 Form 5500 as plan administrator.

James Goertz — 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

James D. Goertz D.M.D.'s EIN is 93-0766347.

EIN 93-0766347

Plan number 002

Plan year 2025

ACK ID 20260515130623NAL0018521826001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for James D. Goertz D.M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

James D. Goertz D.M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

100

Vendor & structure

100

Helping the score