· 2022–2024 · DOL EFAST2

WEST PLANO MEDICAL ASSOCIATES — WEST PLANO MEDICAL ASSOCIATES CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251007123359NAL0004563585001

WEST PLANO MEDICAL ASSOCIATES

Form 5500-SF

FILING_RECEIVED

WEST PLANO MEDICAL ASSOCIATES CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

5

Accounts w/ balance

—

Plan assets (EOY)

$538K

Net assets (EOY)

$538K

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

100

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEST PLANO MEDICAL ASSOCIATES.

Plan sponsor

Name

WEST PLANO MEDICAL ASSOCIATES

EIN

33-1072418

Address

3016 COMMUNICATIONS PKWY, SUITE 100 · PLANO, TX · 75093

Phone

(972) 312-8429

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

PEDIATRIC CARDIOLOGY ASSOCIATES OF WNY, LLC

PEDIATRIC CARDIOLOGY ASSOCIATES OF WNY, LLC 401(K) PLAN

$538K · 18 participants

VICTOR GONZALEZ, M.D., P.A.

VICTOR GONZALEZ, M.D., P.A. DEFINED BENEFIT PENSION PLAN

$538K · 1 participants

PEOPLE'S CLINIC, INC. 403(B) MONEY PURCHASE AND THRIFT RETIREMENT PLAN

$538K · 88 participants

MAGICIANDOC WORKS, INC. DBA MARTY ROSS MD SUPPLEMENTS

MARTY ROSS MD 401(K) PLAN AND TRUST

$538K · 2 participants