Original filing (PDF)20240221144821NAL0002347553001

H. JAY BOULAS, M.D., P.A.

Name: H. JAY BOULAS, M.D., P.A. — H. JAY BOULAS, M.D., P.A. 401(K) PLAN, Form 5500 (2022)
Creator: H. JAY BOULAS, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

H. JAY BOULAS, M.D., P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

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 H. JAY BOULAS, M.D., P.A..

Plan sponsor

Name

H. JAY BOULAS, M.D., P.A.

EIN

75-2967030

Address

5526 W AMHERST AVE · DALLAS, TX · 75209

Phone

(214) 345-4595

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-06-30

Filed

2024-02-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

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