How big is Roger W. Shortz M.D., a Professional Corporation's plan?

Roger W. Shortz M.D., a Professional Corporation's plan reported $15K in assets and 2 participants for 2024.

Original filing (PDF)20251015163335NAL0002638275001

Roger W. Shortz M.D., a Professional Corporation

Name: Roger W. Shortz M.D., a Professional Corporation — Form 5500 Plan 001 (2024)
Creator: Roger W. Shortz M.D., a Professional Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roger W. Shortz M.D., a Professional Corporation Retirement Plan

401(k) retirement plan · Roger W. Shortz M.D., a Professional Corporation's Roger W. Shortz M.D., a Professional Corporation Retirement Plan held $15K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

Plan identifiers

Roger W. Shortz M.D., a Professional Corporation's EIN is 94-2609107.

EIN 94-2609107

Plan number 001

Plan year 2024

ACK ID 20251015163335NAL0002638275001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roger W. Shortz M.D., a Professional Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roger W. Shortz M.D., a Professional Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROGER W. SHORTZ M.D., A PROFESSIONAL CORPORATION.

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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 (97th percentile).

Plan sponsor

Name

ROGER W. SHORTZ M.D., A PROFESSIONAL CORPORATION

EIN

all filings

Address

PO BOX 20667 · EL SOBRANTE, CA · 94820

Phone

(510) 243-2130

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator