Original filing (PDF)20230609110233NAL0031406545001

KB MEDICAL SERVICES, PLLC

Name: KB MEDICAL SERVICES, PLLC — KB MEDICAL SERVICES, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: KB MEDICAL SERVICES, PLLC

Form 5500-SF

FILING_RECEIVED

KB MEDICAL SERVICES, PLLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$93K

Net assets (EOY)

$93K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

KB MEDICAL SERVICES, PLLC

EIN

45-4094283all filings

Address

19319 CRYSTAL BLUFF · SAN ANTONIO, TX · 78258

Phone

(928) 304-8197

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-09

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

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

JACKSON ORTHOPAEDIC CARE & SURGERY P.C.

JACKSON ORTHOPAEDIC CARE & SURGERY P.C. 401(K) PROFIT SHARING PLAN

$93K · 3 participants

FRANK C. ALARIO, M.D., P.L.

FRANK C. ALARIO, M.D. 401(K) PLAN

$93K · 6 participants

GAINESVILLE HEART AND VASCULAR GROUP, P.C

GAINESVILLE HEART & VASCULAR GROUP 401(K)

$93K · 13 participants

UNTIED COLORADO CORPORATION

UNTIED COLORADO 401(K) PLAN

$93K · 4 participants

MEDICAL CENTERS OF MIAMI LLC

MEDICAL CENTERS OF MIAMI LLC 401(K)

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.