Original filing (PDF)20250322164936NAL0020452002001

ROBERT C. LYMAN, M.D. P.A.

Name: ROBERT C. LYMAN, M.D. P.A. — ROBERT C. LYMAN, M.D. P.A. 401(K) PLAN, Form 5500 (2023)
Creator: ROBERT C. LYMAN, M.D. P.A.

Form 5500-SF

FILING_RECEIVED

ROBERT C. LYMAN, M.D. P.A. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$903K

Net assets (EOY)

$903K

Plan health score

/ 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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT C. LYMAN, M.D. P.A..

Plan sponsor

Name

ROBERT C. LYMAN, M.D. P.A.

EIN

45-2590140

Address

2710 HOSPITAL DRIVE · SUITE 116 · VICTORIA, TX · 77901

Phone

(361) 579-1388

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-03-22

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

AMAZE PROFESSIONAL MEDICAL SERVICES PC

AMAZE PROFESSIONAL MEDICAL SERVICES PC 401(K) PLAN

$903K · 64 participants

INSTITUTE FOR FORENSIC PSYCHOL

INSTITUTE FOR FORENSIC PSYCHOL 401(K) PROFIT SHARING PLAN & TRUST

$903K · 14 participants

FAUST PSYCHOLOGICAL SERVICES

FAUST PSYCHOLOGICAL SERVICES 401(K) SAVINGS PLAN

$904K · 2 participants

WASHINGTON INTERNIST GROUP LLC

WASHINGTON INTERNIST GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

$904K · 2 participants

INNER CITY HEALTH CENTER