Original filing (PDF)20250530133331NAL0005282915001

DAVID W. MICHALAK. MD. PA

Name: DAVID W. MICHALAK. MD. PA — Form 5500 (2024)
Creator: DAVID W. MICHALAK. MD. PA

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$499K

Net assets (EOY)

$499K

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID W. MICHALAK. MD. PA.

Plan sponsor

Name

DAVID W. MICHALAK. MD. PA

EIN

46-0629853

Address

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

Phone

(281) 367-1720

Industry

Offices of Physicians· Health Care & Social Assistancesee all

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

Related plans

Similar-size Offices of Physicians plans

EMERGE MEDSTAFFING

EMERGE MEDSTAFFING CASH BALANCE PENSION PLAN

$499K · 2 participants

JIANDONG WEI M.D., INC.

JIANDONG WEI M.D., INC. 401(K) PLAN

$499K · 1 participants

AVENUE MEDICAL ASSOCIATES P.C

AVENUE MEDICAL ASSOCIATES P.C 401K PLAN

$499K · 5 participants

PHOENIX AREA CARDIOLOGY AND ELECTROPHYSIOLOGY, LLC

PHOENIX AREA CARDIOLOGY AND ELECTROPHYSIOLOGY CASH BALANCE PLAN

$499K · 5 participants

KAI MORIMOTO, MD, PLLC

KAI MORIMOTO MD PLLC 401(K) PLAN