· 2022–2024 · DOL EFAST2

Bertha L. Medina, M.D., P.A. — Bertha L. Medina, Form 5500 (2025)

Original filing (PDF)20260416122159NAL0022419664001

Bertha L. Medina, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

Bertha L. Medina, M.D., P.A. Profit Sharing Plan

401(k) retirement plan · Bertha L. Medina, M.D., P.A.'s Bertha L. Medina, M.D., P.A. Profit Sharing Plan held $6.0M in plan assets for 22 participants in 2025.

Active participants

22

Accounts w/ balance

24

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

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

72

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 BERTHA L. MEDINA, M.D., P.A..

Plan sponsor

Name

BERTHA L. MEDINA, M.D., P.A.

EIN

74-2430621all filings

Address

721 SAVANNAH AVENUE · MCALLEN, TX · 78503

Phone

(956) 631-5995

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-16

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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