· 2022–2024 · DOL EFAST2

JOHN E. SCHULZE, M.D., P.A. — JOHN E. SCHULZE, M. D. , P. A. 401(K) SAFE HARBOR PLAN, Form 5500 (2024)

Original filing (PDF)20251016020158NAL0005842129001

JOHN E. SCHULZE, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

JOHN E. SCHULZE, M. D. , P. A. 401(K) SAFE HARBOR PLAN

401(k) retirement plan

Active participants

5

Accounts w/ balance

6

Plan assets (EOY)

$375K

Net assets (EOY)

$375K

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

84

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 JOHN E. SCHULZE, M.D., P.A..

Plan sponsor

Name

JOHN E. SCHULZE, M.D., P.A.

EIN

27-4135474all filings

Address

3234 S. ALAMEDA STREET · CORPUS CHRISTI, TX · 78404

Phone

(361) 882-1751

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

2025-10-16

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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