Original filing (PDF)20250922220558NAL0013397122001

JOSE G. DONES, M.D., P.A.

Name: JOSE G. DONES, M.D., P.A. — JOSE G. DONES, M.D., P.A. 401(K) PLAN, Form 5500 (2024)
Creator: JOSE G. DONES, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

JOSE G. DONES, M.D., P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$923K

Net assets (EOY)

$915K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSE G. DONES, M.D., P.A..

Plan sponsor

Name

JOSE G. DONES, M.D., P.A.

EIN

72-1536992

Address

597 WEST SESAME DRIVE, SUITE E · HARLINGEN, TX · 78550

Phone

(956) 425-6090

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

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

2K · 401(m) arrangement

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

ALLERGY IMMUNOLOGY

ALLERGY IMMUNOLOGY ASSOCIATES INC PROFIT SHARING PLAN

$923K · 45 participants

THE PEDIATRIC EYE CARE CENTER, LLC

THE PEDIATRIC EYE CARE CENTER, LLC PROFIT SHARING PLAN AND TRUST

$923K · 7 participants

DR. ZHOUS OBGYN PROFESSIONAL CORPORATION

DR. ZHOUS OBGYN PROFESSIONAL CORP 401(K) PROFIT SHARING PLAN

$923K · 4 participants

INTERNAL MEDICINE CARDIOLOGY MEDICAL CLINIC,INC

INTERNAL MEDICINE CARDIOLOGY MEDICAL CLINIC

$923K · 2 participants

MICHAEL KUTKA, M.D., LLC

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.