Original filing (PDF)20251010100657NAL0007486193001

SAMMY LERMA III, M.D., P.A.

Name: SAMMY LERMA III, M.D., P.A. — SAMMY LERMA III, M.D., P.A. DEFINED BENEFIT PENSION PLAN TRUST, Form 5500 (2024)
Creator: SAMMY LERMA III, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

SAMMY LERMA III, M.D., P.A. DEFINED BENEFIT PENSION PLAN TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 SAMMY LERMA III, M.D., P.A..

Plan sponsor

Name

SAMMY LERMA III, M.D., P.A.

EIN

74-2723205

Address

1109 CHURCH STREET · BASTROP, TX · 78602

Phone

(512) 321-3311

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

1A · Pay-related DB formula

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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