· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COLON, LIVER, GASTRO CONSULTANTS, PLLC — COLON, LIVER, GASTRO CONSULTANTS, PLLC CASH BALANCE PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240919222604NAL0006607249001
COLON, LIVER, GASTRO CONSULTANTS, PLLC
Form 5500-SF
FILING_RECEIVED
COLON, LIVER, GASTRO CONSULTANTS, PLLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
10
Accounts w/ balance
—
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COLON, LIVER, GASTRO CONSULTANTS, PLLC
.
Find decision makers
Plan sponsor
Name
COLON, LIVER, GASTRO CONSULTANTS, PLLC
EIN
20-1436587
Address
5111 PALM ROYALE BLVD · SUGAR LAND, TX · 77479
Phone
(281) 705-0632
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-19
Pension benefit codes
1C · Cash balance or similar hybrid DB
1D · Floor-offset DB
3D · Pre-approved plan (master / prototype / VS)
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
ESSEX CARDIOLOGY GROUP, PC
ESSEX CARDIOLOGY GROUP, PC 401(K) PROFIT SHARING PLAN
$3.2M · 10 participants
PARK ALLERGY CENTER, PC
PARK ALLERGY CENTER, PC 401(K) PLAN
$3.2M · 9 participants
HENRY W BURNETT MD PA
HENRY W BURNETT MD PA 401(K) PROFIT SHARING PLAN & TRUST
$3.2M · 11 participants
THE OLSON PEDIATRIC CLINIC, LLC
THE OLSON PEDIATRIC CLINIC, LLC PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN
$3.2M · 18 participants
WESTERN PATHOLOGY ASSOCIATES, LTD.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
WESTERN PATHOLOGY ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN
$3.2M · 37 participants
WINSON LIU M.D. INC.
WINSON LIU M.D. INC. 401(K) PROFIT SHARING PLAN
$3.2M · 2 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants
