Original filing (PDF)20251001163232NAL0012850401001

XIAOHUI LU, MD PA

Name: XIAOHUI LU, MD PA — XIAOHUI LU, MD PA CASH BALANCE PLAN, Form 5500 (2024)
Creator: XIAOHUI LU, MD PA

Form 5500-SF

FILING_RECEIVED

XIAOHUI LU, MD PA CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$315K

Net assets (EOY)

$315K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for XIAOHUI LU, MD PA.

Plan sponsor

Name

XIAOHUI LU, MD PA

EIN

20-8254478

Address

1121 SPENCER ST. · ALLEN, TX · 75013

Phone

(214) 500-3809

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

1C · Cash balance or similar hybrid 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

EYE SPECIALTIES MEDICAL GROUP

EYE SPECIALTIES MEDICAL GROUP 401(K) PLAN

$316K · 6 participants

BAY AREA NEUROLOGY

BAY AREA NEUROLOGY 401(K) PLAN

$315K · 6 participants

MICHAEL A. BAIN MD

MICHAEL A. BAIN MD 401K PLAN

$315K · 2 participants

STEPHEN M KORN J M ROMANO DDS PLLC

STEPHEN M KORN J M ROMANO DDS PLLC 401K PLAN

$316K · 6 participants

ANESTHESIA ASSOCIATES OF CENTRAL PA

ANESTHESIA ASSOCIATES OF CENTRAL PA CASH BALANCE PENSION PLAN