How big is Sammy Lerma III, M.D., P.A.'s plan?

Sammy Lerma III, M.D., P.A.'s plan reported $2.5M in assets and 16 participants for 2024.

Original filing (PDF)20251010100657NAL0007486193001

Sammy Lerma III, M.D., P.A.

Name: Sammy Lerma III, M.D., P.A. — Sammy Lerma III, M.D., Form 5500 (2024)
Creator: Sammy Lerma III, M.D., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sammy Lerma III, M.D., P.A. Defined Benefit Pension Plan Trust

Defined-benefit pension plan · Sammy Lerma III, M.D., P.A.'s Sammy Lerma III, M.D., P.A. Defined Benefit Pension Plan Trust held $2.5M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Sammy Lerma III, M.D., P.A.'s EIN is 74-2723205.

EIN 74-2723205

Plan number 001

Plan year 2024

ACK ID 20251010100657NAL0007486193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sammy Lerma III, M.D., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sammy Lerma III, M.D., P.A.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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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

100

Helping the score