Original filing (PDF)20251013195046NAL0002663632001

CARLOS ROSAS, M.D.

Name: CARLOS ROSAS, M.D. — CARLOS ROSAS, M.D. DEFINED BENEFIT PENSION PLAN AND TRUST, Form 5500 (2024)
Creator: CARLOS ROSAS, M.D.

Form 5500-SF

FILING_RECEIVED

CARLOS ROSAS, M.D. DEFINED BENEFIT PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

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 CARLOS ROSAS, M.D..

Plan sponsor

Name

CARLOS ROSAS, M.D.

EIN

74-2248585all filings

Address

704 PAREDES LINE ROAD · STE A · BROWNSVILLE, TX · 78251

Phone

(956) 831-7111

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

2025-01-01

Tax period

2025-09-15

Filed

2025-10-13

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

ATHENS DERMATOLOGY GROUP, P.C.

ATHENS DERMATOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN

SOUTH CAROLINA MEDICAL ENDOSCOPY LLC

SC MEDICAL ENDOSCOPY, LLC 401(K) PLAN

PALMETTO ADULT MEDICINE, LLC

PALMETTO ADULT MEDICINE, LLC 401(K) PLAN

DAVID S. LOCKMAN, M.D.

DAVID S. LOCKMAN, M.D. 401(K) PLAN

RAMON M. GARCIA-SEPTIEN, M.D., P.A.

RAMON M. GARCIA-SEPTIEN, M.D. P.A. PROFIT SHARING PLAN

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