Original filing (PDF)20251212075430NAL0008921666001

LUIS DELGADO, JR, MD, PA

Name: LUIS DELGADO, JR, MD, PA — LUIS DELGADO, JR, MD, PA CASH BALANCE PLAN, Form 5500 (2024)
Creator: LUIS DELGADO, JR, MD, PA

Form 5500-SF

FILING_RECEIVED

LUIS DELGADO, JR, MD, PA CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 0.9 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

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

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUIS DELGADO, JR, MD, PA.

Plan sponsor

Name

LUIS DELGADO, JR, MD, PA

EIN

74-2649727

Address

717 NORTHGATE LANE · MCALLEN, TX · 78504

Phone

(956) 631-3931

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

2024-01-01

Tax period

2024-12-31

Filed

2025-12-12

Pension benefit codes

1B · Flat-dollar 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

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