Back to filter
Original filing (PDF)20250405112825NAL0026786306001
WELLER EMERGENCY SERVICES, PLLC
Form 5500-SF
FILING_RECEIVED
WELLER EMERGENCY SERVICES, PLLC 401(K) PLAN
Defined-contribution retirement plan
Signals · 1
Late filing · 4.6 mo
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
82
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 4.6 months past the 10.5-month grace window.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELLER EMERGENCY SERVICES, PLLC.
Plan sponsor
Name
WELLER EMERGENCY SERVICES, PLLC
EIN
20-8544864
Address
815 SILVERGATE DR · HOUSTON, TX · 77079
Phone
(832) 229-8839
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-04-05
Pension benefit codes
3B · Covers self-employed individuals
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 providersRelated plans
Similar-size Health Care & Social Assistance plans
BROOK PLAZA AMBULATORY SURGICAL CENTER, INC.
BROOK PLAZA AMBULATORY SURGICAL CENTER 401(K) PLAN
$3.8M · 58 participants
RALEIGH ENDOSCOPY CENTER, LLC
RALEIGH ENDOSCOPY CENTER, LLC 401(K) PROFIT SHARING PLAN & TRUST
$3.8M · 63 participants
BRAINERD LAKES SURGERY CENTER, LLC
BRAINERD LAKES SURGERY CENTER, LLC 401(K) PLAN
$3.9M · 47 participants
AMI EXPEDITIONARY HEALTHCARE
AMI EXPEDITIONARY HEALTHCARE 401(K) PLAN
$3.7M · 215 participants
NEWPORT BEACH SURGERY CENTER LLC
NEWPORT BEACH SURGERY CENTER LLC 401K PLAN
$3.7M · 59 participants
NORTH PLATTE SURGERY CENTER, LLC
NORTH PLATTE SURGERY CENTER, LLC 401(K) PLAN
$3.7M · 53 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