Original filing (PDF)20251006172802NAL0003858785001

AMMAR KHALIFA MD LLC

Name: AMMAR KHALIFA MD LLC — AMMAR KHALIFA MD LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: AMMAR KHALIFA MD LLC

Form 5500-SF

FILING_RECEIVED

AMMAR KHALIFA MD LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$555K

Net assets (EOY)

$555K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMMAR KHALIFA MD LLC.

Plan sponsor

Name

AMMAR KHALIFA MD LLC

EIN

05-0560872all filings

Address

11661 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS · 66210

Phone

(913) 954-8500

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

2025-10-06

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size Offices of Physicians plans

CATARACT CORNEA AND LASER EYE CARE PLLC

CATARACT CORNEA AND LASER EYE CARE PLLC 401K PLAN

$555K · 13 participants

COACHELLA VALLEY RETINA

COACHELLA VALLEY RETINA 401 (K) PROFIT SHARING PLAN

$555K · 4 participants

MIDTOWN OPHTHALMOLOGY P.C.

MIDTOWN OPHTHALMOLOGY P.C. 401(K) PLAN

$555K · 8 participants

SHELLY SHI MEDICAL, P.C.

SHELLY SHI MEDICAL, P.C. DEFINED BENEFIT PLAN

$555K · 3 participants

EAR NOSE AND THROAT PLASTIC SURG

EAR NOSE AND THROAT PLASTIC SURGERY CENTER LLC 401K PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.