Original filing (PDF)20250709191555NAL0005024817001

C. A. BLOOM MD PLLC

Name: C. A. BLOOM MD PLLC — C A BLOOM MD PLLC DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: C. A. BLOOM MD PLLC

Form 5500-SF

FILING_RECEIVED

C A BLOOM MD PLLC DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C. A. BLOOM MD PLLC.

Plan sponsor

Name

C. A. BLOOM MD PLLC

EIN

20-8203497

Address

1216 MONICA DRIVE · ALLEN, TX · 75013

Phone

(214) 938-1988

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

2025-07-09

Pension benefit codes

1A · Pay-related DB formula

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

1I · Frozen plan — no new benefit accrual

Welfare benefit codes

4B · Life Insurance

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

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