How big is BURT L. Forgason M.D., PLLC's plan?

BURT L. Forgason M.D., PLLC's plan reported $2.4M in assets and 4 participants for 2024.

Original filing (PDF)20250724102908NAL0006795008001

BURT L. Forgason M.D., PLLC

Name: BURT L. Forgason M.D., PLLC — BURT L. Forgason, M.D., Form 5500 (2024)
Creator: BURT L. Forgason M.D., PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BURT L. Forgason, M.D. 401(k) Profit Sharing Plan

401(k) retirement plan · BURT L. Forgason M.D., PLLC's BURT L. Forgason, M.D. 401(k) Profit Sharing Plan held $2.4M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

BURT L. Forgason M.D., PLLC's EIN is 76-0292337.

EIN 76-0292337

Plan number 001

Plan year 2024

ACK ID 20250724102908NAL0006795008001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BURT L. Forgason M.D., PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BURT L. Forgason M.D., PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

BURT L. FORGASON M.D., PLLC

EIN

all filings

Address

14441 MEMORIAL DRIVE · #6 · HOUSTON, TX · 77079

Phone

(281) 493-1230

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator