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Original filing (PDF)20250930183006NAL0013580416003
SCOTT P. STEIN, D.O., P.A.
Form 5500-SF
FILING_RECEIVED
SCOTT P. STEIN, D.O., P.A. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
7
Accounts w/ balance
8
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCOTT P. STEIN, D.O., P.A..
Plan sponsor
Name
SCOTT P. STEIN, D.O., P.A.
EIN
74-2861393
Address
605 E. SAN ANTONIO, STE 330-E · VICTORIA, TX · 77901
Phone
(361) 572-9772
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
MICHAEL S. KLINGLE, CPA, PLLC
EIN
81-0858539
City
VICTORIA, TX
Phone
(361) 578-2721
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
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 providersRelated plans
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