Original filing (PDF)20251010112925NAL0007613937001

MATTHEW J. ROWLEY, M.D., P.A.

Name: MATTHEW J. ROWLEY, M.D., P.A. — MATTHEW J. ROWLEY, M.D., P.A. CASH BALANCE PLAN, Form 5500 (2024)
Creator: MATTHEW J. ROWLEY, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

MATTHEW J. ROWLEY, M.D., P.A. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 MATTHEW J. ROWLEY, M.D., P.A..

Plan sponsor

Name

MATTHEW J. ROWLEY, M.D., P.A.

EIN

75-2545959

Address

128 WESTCHESTER ST · LUFKIN, TX · 75901

Phone

(936) 634-9648

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

DOUGLAS MONASEBIAN MD DMD FACS PLLC

DOUGLAS M. MONASEBIAN MD DMD FACS PLLC 401(K) PLAN

$3.3M · 3 participants

NEUROLOGY AND NEUROSURGERY ASSOCIATES, P.A.

NEUROLOGY AND NEUROSURGERY ASSOCIATES, P.A. EMPLOYEES SAVINGS PLAN

$3.3M · 16 participants

PERFUSION MANAGEMENT GROUP, LTD

PERFUSION MANAGEMENT GROUP, LTD 401(K) PROFIT SHARING PLAN

$3.3M · 8 participants

BRIAN C. GRINER LLC 401 K PLAN

$3.3M · 44 participants

DR. JENNIFER H.W. KAO-A SOLE PROPRIETOR