How big is David W. Michalak. MD. PA's plan?

David W. Michalak. MD. PA's plan reported $499K in assets and 2 participants for 2024.

Original filing (PDF)20250530133331NAL0005282915001

David W. Michalak. MD. PA

Name: David W. Michalak. MD. PA — Form 5500 (2024)
Creator: David W. Michalak. MD. PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · David W. Michalak. MD. PA held $499K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$499K

Net assets (EOY)

$499K

People on this filing

Michelle Michalak signed David W. Michalak. MD. PA's 2024 Form 5500 as plan administrator.

Michelle Michalak — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

David W. Michalak. MD. PA's EIN is 46-0629853.

EIN 46-0629853

Plan number 001

Plan year 2024

ACK ID 20250530133331NAL0005282915001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David W. Michalak. MD. PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David W. Michalak. MD. PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (98th percentile).

Plan sponsor

Name

DAVID W. MICHALAK. MD. PA

EIN

all filings

Address

4840 W PANTHER CREEK SUITE 101 · THE WOODLANDS, TX · 77381

Phone

(281) 367-1720

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-05-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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