Original filing (PDF)20230821205525NAL0005190961001

SHANTHI THANGAM, M.D.

Name: SHANTHI THANGAM, M.D. — HAPPY HEARTS 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: SHANTHI THANGAM, M.D.

Form 5500-SF

FILING_RECEIVED

HAPPY HEARTS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$41K

Net assets (EOY)

$41K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHANTHI THANGAM, M.D..

Plan sponsor

Name

SHANTHI THANGAM, M.D.

EIN

22-3872112all filings

Address

419 N. JACKSON · ODESSA, TX · 79761

Phone

(432) 337-9000

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

CARLOS LOPEZ

CLD RETIREMENT PLAN

$41K · 1 participants

BILLIE L. JACKSON

BILLIE L. JACKSON, MD, LLC 401K PLAN

$41K · 5 participants

ODYSSEY FAMILY PRACTICE LLC

ODYSSEY FAMILY PRACTICE LLC 401K

$41K · 18 participants

TEDDER SPORTS MEDICINE & ORTHOPAEDIC CENTER, P.A.

TEDDER SPORTS MEDICINE & ORTHOPAEDIC CENTER, P.A. PENSION PLAN

$41K

LASER CENTER OF MARIN MEDICAL GROUP, INC.

LASER CENTER OF MARIN MEDICAL GROUP 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.