Original filing (PDF)20251015235420NAL0002957363001

LISA D. SANTOS, M.D., P.A.

Name: LISA D. SANTOS, M.D., P.A. — LISA D. SANTOS, M.D., P.A. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LISA D. SANTOS, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

LISA D. SANTOS, M.D., P.A. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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 LISA D. SANTOS, M.D., P.A..

Plan sponsor

Name

LISA D. SANTOS, M.D., P.A.

EIN

76-0316666

Address

1200 BINZ, 1030 · HOUSTON, TX · 77004

Phone

(713) 529-9020

Industry

Offices of Physicians· 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

2025-10-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2A · Age/service weighted or new comparability

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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