Original filing (PDF)20250924115224NAL0008601136001

DAVID A. ALTAMIRA, M.D., P.A.

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

Form 5500-SF

FILING_RECEIVED

DAVID A. ALTAMIRA, M.D. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 DAVID A. ALTAMIRA, M.D., P.A..

Plan sponsor

Name

DAVID A. ALTAMIRA, M.D., P.A.

EIN

76-0470518

Address

7777 SOUTHWEST FREEWAY, #716 · HOUSTON, TX · 770741832

Phone

(713) 271-9000

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

2025-09-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

ALEXANDER S. SINCLAIR M.D, INC.

ALEXANDER S. SINCLAIR M.D, INC. DEFINED BENEFIT PENSION PLAN

$2.5M · 2 participants

JEFFREY H. WEINBERGER, M.D.

JEFFREY H. WEINBERGER, M.D. PROFIT SHARING PLAN

$2.5M · 3 participants

JK INTERNAL MEDICINE & GERIATRICS, PC

JK INTERNAL MEDICINE 401K PLAN

$2.5M · 22 participants

BURLINGTON NEUROLOGY & SLEEP CLINIC, PLC

BURLINGTON NEUROLOGY & SLEEP CLINIC, PLC CASH BALANCE PLAN

$2.5M · 15 participants

RETINA INSTITUTE, P.C.