[ EIN: 04-2600864 | Plan No. 001 ]
Form 5500 records indicate that MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIRMENT PLAN is a Profit Sharing plan sponsored by JAMES W. TODD, MD. The plan is classified as a Large Plan with 1 participants and assets totaling $1,980,948 for the 2023 plan year.
Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.
Plan Sponsor: JAMES W. TODD, MD
Location: 2 APPIAN DRIVE, WELLESLEY, MA 02481
EIN: 042600864
Plan Number: 001
Plan Year: 2023
Plan Size: Large Plan
Plan Entity Type: Defined Contribution
Plan Type: Profit Sharing
Participants: 1
Total Assets: $1,980,948
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