Original filing (PDF)20240621063143NAL0001526323001

CARLOS PORTER MD PA

Name: CARLOS PORTER MD PA — PORTER MEDICAL ASSOCIATES 401(K) PLAN, Form 5500 (2023)
Creator: CARLOS PORTER MD PA

Form 5500-SF

FILING_RECEIVED

PORTER MEDICAL ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$712K

Net assets (EOY)

$712K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLOS PORTER MD PA.

Plan sponsor

Name

CARLOS PORTER MD PA

EIN

74-2922865all filings

Address

2829 BABCOCK RD · SUITE 117 · SAN ANTONIO, TX · 78229

Phone

(210) 980-4044

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-21

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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