Original filing (PDF)20251007012743NAL0007453472001

PANKAJ K. SHAH, M.D., P.A.

Name: PANKAJ K. SHAH, M.D., P.A. — PANKAJ K. SHAH, M.D., P.A. PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: PANKAJ K. SHAH, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

PANKAJ K. SHAH, M.D., P.A. PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 PANKAJ K. SHAH, M.D., P.A..

Plan sponsor

Name

PANKAJ K. SHAH, M.D., P.A.

EIN

76-0350760

Address

17403 ROLLING BROOK DR. · SUGAR LAND, TX · 77479

Phone

(713) 541-6700

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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

JIAN CUI, DERMATOLOGY, P.C.

JIAN CUI DERMATOLOGY, PC. RETIREMENT PLAN (PS)

$2.6M · 21 participants

RAVEENA MEDICAL PC

RAVEENA MEDICAL PC DEFINED BENEFIT PLAN

$2.6M · 2 participants

STACY P. SALOB, MD, PLLC

STACY P. SALOB, MD, PLLC CASH BALANCE PLAN

$2.6M · 2 participants

VINAY PATEL, M.D., P.A.

VINAY PATEL, M.D., P.A. CASH BALANCE PLAN

$2.6M · 10 participants

DAVID E. PEARCE, M.D., P.A.

DAVID E. PEARCE, M.D., P.A. PROFIT SHARING PLAN