· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HITESH YAGNIK, MD PA — HITESH YAGNIK, MD PA PROFIT SHARING KEOGH PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250630141732NAL0006337619001
HITESH YAGNIK, MD PA
Form 5500-SF
FILING_RECEIVED
HITESH YAGNIK, MD PA PROFIT SHARING KEOGH PLAN & TRUST
401(k) retirement plan
Active participants
5
Accounts w/ balance
9
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HITESH YAGNIK, MD PA
.
Find decision makers
Plan sponsor
Name
HITESH YAGNIK, MD PA
EIN
75-2912056
Address
5930 WEST PARKER ROAD #900 · PLANO, TX · 75093
Phone
(972) 403-1122
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-06-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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
DAVID S. DOKA, MDPA
DAVID S. DOKA, MDPA 401(K) PROFIT SHARING PLAN
$6.5M · 32 participants
LOCKWOOD & STEELY, M.D.'S, P.A.
LOCKWOOD & STEELY, M.D.'S, P.A. 401(K) PROFIT SHARING PLAN
$6.5M · 7 participants
ARIZONA ENDOCRINOLOGY CENTER, PLC
ARIZONA ENDOCRINOLOGY CENTER, PLC 401(K) PLAN
$6.5M · 30 participants
JRP MEDICAL GROUP, INC.
JRP MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN
$6.5M · 8 participants
NEUROSURGICAL SPECIALISTS, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
NEUROSURGICAL SPECIALISTS, INC. 401K PSP
$6.5M · 13 participants
CHU-PEI FENG, M.D., INC., A MEDICAL CORP.
CHU-PEI FENG, M.D., INC., A MEDICAL CORP. 401 K PLAN
$6.5M · 2 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants
