Original filing (PDF)20251029145339NAL0002010482001

T. LYNN WARTHAN, M.D.

Name: T. LYNN WARTHAN, M.D. — T LYNN WARTHAN MD SELF-EMPLOYED RETIREMENT PLAN, Form 5500 (2024)
Creator: T. LYNN WARTHAN, M.D.

Form 5500-SF

FILING_RECEIVED

T LYNN WARTHAN MD SELF-EMPLOYED RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for T. LYNN WARTHAN, M.D..

Plan sponsor

Name

T. LYNN WARTHAN, M.D.

EIN

75-1477100all filings

Address

4730 NE STALLINGS DRIVE · NACOGDOCHES, TX · 75965

Phone

(936) 564-6107

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

2025-01-01

Tax period

2025-07-31

Filed

2025-10-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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