· 2022–2024 · DOL EFAST2

TEXAS MEDICAL & SURGICAL ASSOC. — TEXAS MEDICAL AND SURGICAL ASSOCIATES, PA RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251015150140NAL0005227473001

TEXAS MEDICAL & SURGICAL ASSOC.

Form 5500-SF

FILING_RECEIVED

TEXAS MEDICAL AND SURGICAL ASSOCIATES, PA RETIREMENT PLAN

401(k) retirement plan

Active participants

12

Accounts w/ balance

7

Plan assets (EOY)

$277K

Net assets (EOY)

$277K

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

56

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

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 TEXAS MEDICAL & SURGICAL ASSOC..

Plan sponsor

Name

TEXAS MEDICAL & SURGICAL ASSOC.

EIN

75-2546536

Address

8440 WALNUT HILL LANE · SUITE 500 · DALLAS, TX · 75231

Phone

(469) 974-6692

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

2025-10-15

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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