Original filing (PDF)20250203115024NAL0012838066001

NAGAMANI C. RAO, M.D., P.A.

Name: NAGAMANI C. RAO, M.D., P.A. — NAGAMANI C. RAO, M.D., P.A. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: NAGAMANI C. RAO, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

NAGAMANI C. RAO, M.D., P.A. PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 2.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NAGAMANI C. RAO, M.D., P.A..

Plan sponsor

Name

NAGAMANI C. RAO, M.D., P.A.

EIN

76-0523627

Address

2627 COASTAL OAK DR. · HOUSTON, TX · 770590000

Phone

(281) 332-3800

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-02-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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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