How big is Philip E Werthman MD AMC's plan?

Philip E Werthman MD AMC's plan reported $1.8M in assets and 2 participants for 2024.

Original filing (PDF)20251008142904NAL0005995601001

Philip E Werthman MD AMC

Name: Philip E Werthman MD AMC — Philip E Werthman MD AMC, Form 5500 (2024)
Creator: Philip E Werthman MD AMC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Philip E Werthman MD AMC Profit Sharing Plan

Defined-contribution retirement plan · Philip E Werthman MD AMC's Philip E Werthman MD AMC Profit Sharing Plan held $1.8M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Philip E Werthman MD AMC's EIN is 95-4641816.

EIN 95-4641816

Plan number 001

Plan year 2024

ACK ID 20251008142904NAL0005995601001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Philip E Werthman MD AMC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Philip E Werthman MD AMC's plan includes profit-sharing.

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

PHILIP E WERTHMAN MD AMC

EIN

all filings

Address

2080 CENTURY PARK EAST SUITE 907 · LOS ANGELES, CA · 90067

Phone

(310) 277-2873

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator