Original filing (PDF)20250507180939NAL0017458384001

MICHAEL D LESEM MD PA

Name: MICHAEL D LESEM MD PA — MICHAEL D LESEM MD PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MICHAEL D LESEM MD PA

Form 5500-SF

FILING_RECEIVED

MICHAEL D LESEM MD PA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$718K

Net assets (EOY)

$718K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL D LESEM MD PA.

Plan sponsor

Name

MICHAEL D LESEM MD PA

EIN

76-0285577

Address

4306 YOAKUM BLVD STE 230 · HOUSTON, TX · 770065873

Phone

(832) 538-1479

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

2025-05-07

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

MARTIN PSYCHIATRIC SERVICES, PC

MARTIN PSYCHIATRIC SERVICES 401(K) PLAN

$718K · 2 participants

CROWNVIEW MEDICAL GROUP, INC.

CROWNVIEW MEDICAL GROUP, INC. DEFINED BENEFIT PLAN

$717K · 4 participants

OCD CENTER OF L.A. 401(K) PLAN

$720K · 11 participants

HARMONY MEDICAL ASSOCIATES, LLC

HARMONY MEDICAL ASSOCIATES 401(K) PLAN

$716K · 6 participants

MICHAEL T. NOLEN, MD, PA.

MICHAEL T. NOLEN, MD PA 401(K) PROFIT SHARING PLAN AND TRUST