Original filing (PDF)20250818175745NAL0002567312001

JAY CHAVDA, MD, PA

Name: JAY CHAVDA, MD, PA — JAY CHAVDA, MD, PA CASH BALANCE PLAN, Form 5500 (2024)
Creator: JAY CHAVDA, MD, PA

Form 5500-SF

FILING_RECEIVED

JAY CHAVDA, MD, PA CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$354K

Net assets (EOY)

$354K

Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

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 JAY CHAVDA, MD, PA.

Plan sponsor

Name

JAY CHAVDA, MD, PA

EIN

76-0152844

Address

7737 SOUTHWEST FREEWAY, SUITE 300 · HOUSTON, TX · 77074

Phone

(713) 724-3955

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-18

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

YJ LEE GASTROENTEROLOGY PC

YJ LEE GASTROENTEROLOGY 401(K) PLAN

$354K · 5 participants

CARNESS AND LEVY, P.C.

CARNESS AND LEVY, P.C. DEFINED BENEFIT PLAN

$354K · 2 participants

VENUS OB-GYN, INC.

VENUS OBGYN 401(K) PLAN

$354K · 15 participants

HYPERTENSION KIDNEY CARE OF NORTH ATLANTA LLC

HYPERTENSION KIDNEY CARE OF NORTH ATLANTA LLC 401K PLAN

$354K · 3 participants

THE MESA AZ ENDOSCOPY ASC, LLC

DESERT ENDOSCOPY CENTER 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.