· 2022–2024 · DOL EFAST2

JEFFREY R. WARMAN, M.D., P.A. — JEFFREY R. WARMAN, M.D., P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20240725094940NAL0022142960001

JEFFREY R. WARMAN, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

JEFFREY R. WARMAN, M.D., P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

6

Accounts w/ balance

5

Plan assets (EOY)

$723K

Net assets (EOY)

$723K

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

74

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY R. WARMAN, M.D., P.A..

Plan sponsor

Name

JEFFREY R. WARMAN, M.D., P.A.

EIN

20-3640509

Address

18626 HARDY OAK BLVD, STE. 320 · SAN ANTONIO, TX · 78258

Phone

(210) 497-4186

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2024-07-25

Pension benefit codes

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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