Original filing (PDF)20251013090009NAL0002141890011

WILLIAM O HAVENS JR CRNA PC

Name: WILLIAM O HAVENS JR CRNA PC — WILLIAM O HAVENS JR CRNA PC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WILLIAM O HAVENS JR CRNA PC

Form 5500-SF

FILING_RECEIVED

WILLIAM O HAVENS JR CRNA PC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 WILLIAM O HAVENS JR CRNA PC.

Plan sponsor

Name

WILLIAM O HAVENS JR CRNA PC

EIN

75-2917458

Address

2000 HUGHES LANDING BLVD APT 369 · THE WOODLANDS, TX · 77380

Phone

(903) 238-6613

Industry

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2T · Default investment account (QDIA)

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 Health Care & Social Assistance plans

FLORIDA CHIROPRACTIC ASSOCIATI

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FLORIDA CHIROPRACTIC ASSOCIATION, INC.

$2.3M · 9 participants

PERMIAN ANESTHESIA ASSOCIATES, INC.

PERMIAN ANESTHESIA, INC. PROFIT SHARING PLAN

$2.3M · 5 participants

RAPPAHANNOCK PATHOLOGY ASSOCIATES, INC.

RAPPAHANNOCK PATHOLOGY ASSOCIATES, INC. 401(K) PLAN

$2.3M · 2 participants

QUAD CITIES RETINA CONSULTANTS, INC

QUAD CITIES RETINA CONSULTANTS, INC. 401(K) SAVINGS PLAN

$2.3M · 8 participants