Original filing (PDF)20250805074537NAL0005195746001

ANDREW L. WHALEY, M.D., P.A.

Name: ANDREW L. WHALEY, M.D., P.A. — SA ORTHO AND SPORTS MEDICINE 401(K) PLAN, Form 5500 (2024)
Creator: ANDREW L. WHALEY, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

SA ORTHO AND SPORTS MEDICINE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDREW L. WHALEY, M.D., P.A..

Plan sponsor

Name

ANDREW L. WHALEY, M.D., P.A.

EIN

20-0019114

Address

250 WEST SUNSET RD · SAN ANTONIO, TX · 78209

Phone

(210) 885-7414

Industry

Offices of Physicians· 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

2025-08-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

VEURINK ORTHOPEDICS, P.A.

VEURINK ORTHOPEDICS, P.A. 401(K) PLAN

$1.6M · 7 participants

PREMIER PAIN

PREMIER PAIN CASH BALANCE PLAN

$1.6M

EPIOM, PLLC

EPIOM, PLLC 401(K) PROFIT SHARING PLAN

$1.6M · 19 participants

VIKRAM UDANI, M.D., INC

VIKRAM UDANI, M.D., INC. 401(K) PROFIT SHARING PLAN & TRUST

$1.6M · 7 participants

ATTICA CHANG, MD, PA

ATTICA CHANG, MD, PA CASH BALANCE PENSION PLAN

$1.6M · 3 participants