· 2022–2024 · DOL EFAST2

Pankaj SHAH, M.D., P.A. — Pankaj SHAH, M.D., P.A., Form 5500 (2025)

Original filing (PDF)20260524214406NAL0004407713001

Pankaj SHAH, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

Pankaj SHAH, M.D., P.A. Profit Sharing Plan & Trust

401(k) retirement plan · Pankaj SHAH, M.D., P.A.'s Pankaj SHAH, M.D., P.A. Profit Sharing Plan & Trust held $2.5M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

3

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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

67

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

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

Plan sponsor

Name

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

EIN

76-0350760all filings

Address

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

Phone

(713) 541-6700

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-24

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

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