Original filing (PDF)20241212023208NAL0019322640001

JAMES M. HANNA, M.D.

Name: JAMES M. HANNA, M.D. — JAMES M. HANNA, M.D. DEFINED BENEFIT PENSION PLAN, Form 5500 (2022)
Creator: JAMES M. HANNA, M.D.

Form 5500-SF

FILING_RECEIVED

JAMES M. HANNA, M.D. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 12.9 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$249K

Net assets (EOY)

$246K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 12.9 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES M. HANNA, M.D..

Plan sponsor

Name

JAMES M. HANNA, M.D.

EIN

76-0094707all filings

Address

1045 ELKINS LAKE · HUNTSVILLE, TX · 77340

Phone

(936) 295-1311

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-12-12

Pension benefit codes

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

3B · Covers self-employed individuals

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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