Original filing (PDF)20230615140742NAL0051909024001

CHARLES W. ZAVALA, M.D., P.A.

Name: CHARLES W. ZAVALA, M.D., P.A. — CHARLES W. ZAVALA, M.D., P.A. PROFIT SHARING PLAN, Form 5500 (2022)
Creator: CHARLES W. ZAVALA, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

CHARLES W. ZAVALA, M.D., P.A. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLES W. ZAVALA, M.D., P.A..

Plan sponsor

Name

CHARLES W. ZAVALA, M.D., P.A.

EIN

74-2501817

Address

4401 MORRISON ROAD · BROWNSVILLE, TX · 78526

Phone

(956) 541-0162

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

2023-06-15

Pension benefit codes

2E · Profit-sharing

2T · Default investment account (QDIA)

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

2F · ERISA section 404(c)

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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