Original filing (PDF)20251002142819NAL0000393139001

ROCKWALL SURGICAL SPECIALISTS, P.A.

Name: ROCKWALL SURGICAL SPECIALISTS, P.A. — ROCKWALL SURGICAL SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROCKWALL SURGICAL SPECIALISTS, P.A.

Form 5500-SF

FILING_RECEIVED

ROCKWALL SURGICAL SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 ROCKWALL SURGICAL SPECIALISTS, P.A..

Plan sponsor

Name

ROCKWALL SURGICAL SPECIALISTS, P.A.

EIN

75-2882744

Address

224 SUMMER TANAGER LANE · HEATH, TX · 75032

Phone

(972) 412-7700

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

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

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

PRECISION PAIN CARE & REHABILITATION

DR. JEFFREY CHACKO RETIREMENT PLAN

$2.9M · 10 participants

MIR M. MADANI, M.D., A PROF. MEDICAL CORP.

MIR M. MADANI, M.D., A PROF. MEDICAL CORP. 401(K) PROFIT SHARING PLAN

$2.9M · 4 participants

CARDIOLOGY PHYSICIANS, P.C.

CARDIOLOGY PHYSICIANS, P.C. PROFIT SHARING PLAN

$2.9M · 1 participants

NORTHWEST PEDIATRICS, INC.

NORTHWEST PEDIATRICS, INC EE RETIREMENT PLAN

$2.9M · 32 participants

INTEGRATED SURGICAL SPECIALISTS, PLLC