· 2022–2024 · DOL EFAST2

MEDICAL ASSOCIATES OF KATY, PLLC — MEDICAL ASSOCIATES OF KATY CASH BALANCE PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20250131100524NAL0001222259001

MEDICAL ASSOCIATES OF KATY, PLLC

Form 5500-SF

FILING_RECEIVED

MEDICAL ASSOCIATES OF KATY CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 2.5 mo

Active participants

12

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 50% of scoring inputs for this filing.

Compliance & integrity

90

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 2.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

MEDICAL ASSOCIATES OF KATY, PLLC

EIN

46-0894804

Address

2222 GREENHOUSE ROAD · HOUSTON, TX · 77084

Phone

(281) 206-8070

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-01-31

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

3H · Sponsor in controlled / affiliated group

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

Related plans

Similar-size Offices of Physicians plans

ANDY M. FINE, M.D., P.C.

ANDY M. FINE, M.D., P.C. PROFIT SHARING PLAN & TRUST

$2.0M · 5 participants

SOUTH CAROLINA SKIN CANCER CENTER, P.A.

SOUTH CAROLINA SKIN CANCER CENTER, P.A. 401(K) PROFIT SHARING PLAN

$2.0M · 11 participants

MELISSA A. KAINER ERWIN, M.D., P.A.

MELISSA A. KAINER ERWIN, M.D., P.A. 401(K) PLAN

$2.0M · 12 participants

CSAR 401(K) PLAN

$2.0M · 13 participants

KARL G ROSE MD INC

KARL G ROSE MD INC RETIREMENT SAVINGS PLAN