Original filing (PDF)20250827095210NAL0009253873001

DR. AMIT SHAH & ASSOCIATES

Name: DR. AMIT SHAH & ASSOCIATES — DR. AMIT SHAH & ASSOCIATES 401 (K) P/S PLAN, Form 5500 (2024)
Creator: DR. AMIT SHAH & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

DR. AMIT SHAH & ASSOCIATES 401 (K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$275K

Net assets (EOY)

$275K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. AMIT SHAH & ASSOCIATES.

Plan sponsor

Name

DR. AMIT SHAH & ASSOCIATES

EIN

06-1640895all filings

Address

5018 TILLUBUSTER PONDS CT. · SUGAR LAND, TX · 77479

Phone

(832) 721-3111

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-27

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

BARNES VISION

BARNES VISION CENTER

$275K · 10 participants

JOHNSTOWN FAMILY VISION

JOHNSTOWN FAMILY VISION PROFIT SHARING 401(K) PLAN

$275K · 11 participants

SHANNON R. CHANDLER, CORP.

SHANNON R. CHANDLER, CORP. 401(K) P/S PLAN

$275K · 3 participants

VICTORIA L MAR, OD LTD

VICTORIA L. MAR, O.D., LTD. 401(K) PLAN

$274K · 11 participants

ARMSTRONG EYE CARE ASSOCIATES, P.C.

ARMSTRONG EYE CARE 401(K) PLAN

$274K · 12 participants

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