Original filing (PDF)20241217214609NAL0004576752001

DAVID YARDLEY, M.D., P.A.

Name: DAVID YARDLEY, M.D., P.A. — DAVID YARDLEY, M.D., P.A. 401(K) PLAN, Form 5500 (2023)
Creator: DAVID YARDLEY, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

DAVID YARDLEY, M.D., P.A. 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 1.0 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$841K

Net assets (EOY)

$841K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

DAVID YARDLEY, M.D., P.A.

EIN

26-0043643

Address

P.O. BOX 748 · HARLINGEN, TX · 78551

Phone

(956) 369-6765

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-12-17

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

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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