Original filing (PDF)20230316072659NAL0043237170001

JESUS A. ZAVALETA, MD PA

Name: JESUS A. ZAVALETA, MD PA — JESUS A. ZAVALETA, MD PA PROFIT SHARING PLAN, Form 5500 (2022)
Creator: JESUS A. ZAVALETA, MD PA

Form 5500-SF

FILING_RECEIVED

JESUS A. ZAVALETA, MD PA PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$185

Net assets (EOY)

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

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 JESUS A. ZAVALETA, MD PA.

Plan sponsor

Name

JESUS A. ZAVALETA, MD PA

EIN

74-2231007all filings

Address

204 W. NOLANA · MCALLEN, TX · 78504

Phone

(956) 687-9554

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-03-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

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