Original filing (PDF)20250702174136NAL0013233857001

KHUONG PHAN, D.O., P.A.

Name: KHUONG PHAN, D.O., P.A. — PHAN & DHAWAN 401(K) PLAN, Form 5500 (2024)
Creator: KHUONG PHAN, D.O., P.A.

Form 5500-SF

FILING_RECEIVED

PHAN & DHAWAN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KHUONG PHAN, D.O., P.A..

Plan sponsor

Name

KHUONG PHAN, D.O., P.A.

EIN

20-8605031

Address

8200 MATLOCK RD., · STE. 100 · ARLINGTON, TX · 76002

Phone

(817) 473-7197

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

2025-07-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

NEPHROLOGY CONSULTANTS OF SOUTHEASTERN OHIO

NEPHROLOGY CONSULTANTS OF SOUTHEASTERN OHIO 401(K) PROFIT SHARING PLAN

$2.3M · 9 participants

PHYSICIANS MEDICAL REHABILITATION PLLC ASSOCIATES PLLC

PHYSICIANS MEDICAL REHABILITATION ASSOCIATES, PLLC 401(K) PLAN

$2.3M · 22 participants

JAY E. OLSSON, D.O., P.A.

JAY E. OLSSON, D.O., P.A. 401(K) PROFIT SHARING PLAN

$2.3M · 7 participants

VIRGINIA ENDOSCOPY GROUP, LLC

VIRGINIA ENDOSCOPY GROUP, LLC EMPLOYEES' RETIREMENT PLAN

$2.3M · 34 participants