Original filing (PDF)20251031125354NAL0007463970001

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

Name: PETER S. HERMAN, M.D., P.A. — PETER S. HERMAN, M.D., P.A. CASH BALANCE PENSION PLAN & TRUST, Form 5500 (2024)
Creator: 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

Signals · 1

Late filing · 40.5 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETER S. HERMAN, M.D., P.A..

Plan sponsor

Name

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

EIN

74-1926830

Address

866 BROADMOOR · EL PASO, TX · 79912

Phone

(915) 544-3800

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

2020-08-01

Tax period

2021-07-31

Filed

2025-10-31

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

CARDIOLOGY CONSULTANTS OF SOUTHWEST FLORIDA, INC.

CARDIOLOGY CONSULTANTS OF SOUTHWEST FLORIDA, INC. 401(K) PLAN

$3.3M · 6 participants

NORTH STREET FAMILY PRACTICE

NORTH STREET FAMILY PRACTICE 401K PROFIT SHARING PLAN

$3.3M · 10 participants

JOHN T. MOOR MD PA

JOHN T. MOOR MD PA 401(K) PROFIT SHARING PLAN & TRUST

$3.3M · 14 participants

MARC J. HIRSH., M.D., P.A.

MARC J. HIRSH., M.D., P.A. 401(K) PLAN

$3.3M · 33 participants

CHIU-HUNG TUNG MD INC.