· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NEIL M. BEALKA, JR, MD, PA — NEIL M. BEALKA, JR, MD, PA 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251006095734NAL0005809712001
NEIL M. BEALKA, JR, MD, PA
Form 5500-SF
FILING_RECEIVED
NEIL M. BEALKA, JR, MD, PA 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
3
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NEIL M. BEALKA, JR, MD, PA
.
Find decision makers
Plan sponsor
Name
NEIL M. BEALKA, JR, MD, PA
EIN
74-2916286
Address
13008 BENT OAK DRIVE · WACO, TX · 76712
Phone
(254) 722-0345
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-10-06
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
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
NORTH METRO DERMATOLOGY PLLC
NORTH METRO DERMATOLOGY 401(K) PLAN
$1.4M · 16 participants
STEPHEN PAYNE MD, P.C.
STEPHEN PAYNE MD 401(K) PLAN
$1.4M · 5 participants
MELODY L. STONE, MD, PA
MELODY L. STONE M.D., P.A. 401(K) PROFIT SHARING PLAN
$1.4M · 31 participants
INTERNAL MEDICINE ASSOCIATES OF SOUTH DALLAS, PA
INTERNAL MEDICINE ASSOCIATES OF SOUTH DALLAS, PA 401(K) PROFIT SHARING PLAN AND TRUST
$1.4M · 13 participants
RAKESH K. DUA, PHYSICIAN, P.C.
65
Knocking points off
Only 33% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
RAKESH K. DUA, PHYSICIAN, PC PROFIT SHARING PLAN
$1.4M · 5 participants
SOUTHERN IOWA SURGICAL ASSOCIATES, INC.
SOUTHERN IOWA SURGICAL ASSOCIATES, INC. RETIREMENT PLAN
$1.4M · 4 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants
