Original filing (PDF)20230821205951NAL0005195345001

JAMES M. HANNA, M.D.

Name: JAMES M. HANNA, M.D. — JAMES M. HANNA, M.D. 401(K) PLAN, Form 5500 (2022)
Creator: JAMES M. HANNA, M.D.

Form 5500-SF

FILING_RECEIVED

JAMES M. HANNA, M.D. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 JAMES M. HANNA, M.D..

Plan sponsor

Name

JAMES M. HANNA, M.D.

EIN

76-0094707

Address

130 MEDICAL CENTER PARKWAY #3 · 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

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-21

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

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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