· 2022–2024 · DOL EFAST2

Peter S. Herman, M.D., P.A. — Peter S. Herman, M.D., Form 5500 (2024)

Original filing (PDF)20260414132206NAL0024433456001

Peter S. Herman, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

Peter S. Herman, M.D., P.A. Cash Balance Pension Plan & Trust

Defined-benefit pension plan · Peter S. Herman, M.D., P.A.'s Peter S. Herman, M.D., P.A. Cash Balance Pension Plan & Trust held $3.2M in plan assets for 4 participants in 2024.

Active participants

4

Accounts w/ balance

—

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

75

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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 PETER S. HERMAN, M.D., P.A..

Plan sponsor

Name

PETER S. HERMAN, M.D., P.A.

EIN

74-1926830all filings

Address

866 BROADMOOR · EL PASO, TX · 79912

Phone

(915) 544-3800

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2026-04-14

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

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

Elizabeth Trinidad MD PA

Elizabeth Trinidad MDPA ASG DB Plan

$3.2M · 3 participants

GRU Holding LLC

GRU Holdings, LLC Defined Benefit Pension Plan

$3.2M · 5 participants

Mountain Rheumatology, LLC

Mountain Rheumatology, LLC 401(k) Profit Sharing Plan

$3.2M · 8 participants

KKMP, Inc. 401(k) Plan

$3.2M · 5 participants

San Dimas Pain Management Medical Center, Inc.

DAHI Contribution Fund Pension Plan

$3.2M · 5 participants

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