Original filing (PDF)20240313232200NAL0044754272001

Shanthi Thangam, M.D.

Name: Shanthi Thangam, M.D. — Happy Hearts Cash Balance, Form 5500 (2023)
Creator: Shanthi Thangam, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Happy Hearts Cash Balance Plan

Defined-benefit pension plan · Shanthi Thangam, M.D.'s Happy Hearts Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Shanthi Thangam, M.D.'s EIN is 22-3872112.

EIN 22-3872112

Plan number 002

Plan year 2023

ACK ID 20240313232200NAL0044754272001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Shanthi Thangam, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Shanthi Thangam, M.D.'s plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

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

Plan sponsor

Name

SHANTHI THANGAM, M.D.

EIN

all filings

Address

419 N. JACKSON · ODESSA, TX · 79761

Phone

(432) 337-9000

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-05-31

Filed

2024-03-14

Pension benefit codes

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

1I · Frozen plan — no new benefit accrual

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

Tacoma Neuropathy Center PLLC

Tacoma Neuropathy Center 401(k) Plan

Premier Physicians of Sarasota, LLC

Hautamaki & Horiuchi, LLC Cash Balance Pension Plan and Trust

Levin Orthopedics SC

Levin Orthopedics SC 401(k) Plan and Trust

Frisch Aesthetics PC

Retina Associates of Utah, PLLC

Retina Associates of Utah, PLLC Cash Balance Plan

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