Original filing (PDF)20250430130339NAL0001903793001

LISA ANNE DAVIS MD PA

Name: LISA ANNE DAVIS MD PA — LISA ANNE DAVIS MD PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: LISA ANNE DAVIS MD PA

Form 5500-SF

FILING_RECEIVED

LISA ANNE DAVIS MD PA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LISA ANNE DAVIS MD PA.

Plan sponsor

Name

LISA ANNE DAVIS MD PA

EIN

74-2895888

Address

520 CAMDEN ST · SAN ANTONIO, TX · 782151924

Phone

(210) 223-3246

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

2025-04-30

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

HOSAYN KHALEELI, M.D., INC.

HOSAYN KHALEELI, M.D., INC. 401 (K) PROFIT SHARING PLAN

$1.7M · 2 participants

JOEL Q. VELASQUEZ, M.D., INC.

JOEL Q. VELASQUEZ, M.D., INC. DEFINED BENEFIT PLAN

$1.7M · 6 participants

SHELDON GOLDBERG M.D., P.C.

SHELDON GOLDBERG M.D., P.C. PROFIT SHARING PLAN AND TRUST

$1.7M · 6 participants

PORTLAND OCULOPLASTICS, P.C.

PORTLAND OCULOPLASTICS, P.C. 401(K) PLAN

$1.7M · 4 participants

RPP FAMILY & ELDER CARE INC.