Original filing (PDF)20250512091507NAL0011245331001

BRUCE K. SMITH, M.D., P.A

Name: BRUCE K. SMITH, M.D., P.A — BRUCE K. SMITH, M.D., P.A. 401 (K) PROFIT SHARING PLAN 401 (K), Form 5500 (2024)
Creator: BRUCE K. SMITH, M.D., P.A

Form 5500-SF

FILING_RECEIVED

BRUCE K. SMITH, M.D., P.A. 401 (K) PROFIT SHARING PLAN 401 (K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 BRUCE K. SMITH, M.D., P.A.

Plan sponsor

Name

BRUCE K. SMITH, M.D., P.A

DBA

BRUCE K. SMITH, M.D., P.A

EIN

76-0370163

Address

1315 ST JOSEPH PKWY STE 940 · HOUSTON, TX · 770028231

Phone

(713) 659-2700

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

2025-05-12

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

2J · 401(k) feature

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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