· 2022–2024 · DOL EFAST2

PEDRO J. PENALO M.D., P.A. — PEDRO J. PENALO, M.D., P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search

Original filing (PDF)20230909170228NAL0010566291001

PEDRO J. PENALO M.D., P.A.

Form 5500-SF

FILING_RECEIVED

PEDRO J. PENALO, M.D., P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

21

Accounts w/ balance

36

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score

87

/ 100

Grade A

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

56

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEDRO J. PENALO M.D., P.A..

Plan sponsor

Name

PEDRO J. PENALO M.D., P.A.

EIN

33-1175818

Address

906 SOUTH BRIDGE AVENUE · WESLACO, TX · 785967129

Phone

(956) 447-8600

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-09

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

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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