Original filing (PDF)20250930150237NAL0012438673001

EQUINE SPORTS MEDICINE & SURGERY, P.A.

Name: EQUINE SPORTS MEDICINE & SURGERY, P.A. — ESMS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: EQUINE SPORTS MEDICINE & SURGERY, P.A.

Form 5500-SF

FILING_RECEIVED

ESMS 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

103

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EQUINE SPORTS MEDICINE & SURGERY, P.A..

Plan sponsor

Name

EQUINE SPORTS MEDICINE & SURGERY, P.A.

EIN

75-2634654

Address

PO BOX 1569 · WEATHERFORD, TX · 76086

Phone

(817) 596-2829

Industry

Professional & Technical Servicessee 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

2025-09-30

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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