Original filing (PDF)20250721122113NAL0003705650001

JAMES J. FOWLER M.D., P.A., INC.

Name: JAMES J. FOWLER M.D., P.A., INC. — JAMES J. FOWLER, M.D., P.A. SAFE HARBOR 401(K) PLAN, Form 5500 (2024)
Creator: JAMES J. FOWLER M.D., P.A., INC.

Form 5500-SF

FILING_RECEIVED

JAMES J. FOWLER, M.D., P.A. SAFE HARBOR 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 JAMES J. FOWLER M.D., P.A., INC..

Plan sponsor

Name

JAMES J. FOWLER M.D., P.A., INC.

EIN

74-2884434

Address

2516 BRENTWOOD DR · MISSION, TX · 78572

Phone

(325) 646-9956

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

2025-07-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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