· 2022–2024 · DOL EFAST2

Steven A. BEIM, M.D., P.A. — Steven A. BEIM, M.D., Form 5500 (2024)

Original filing (PDF)20251002154429NAL0000670529001

Steven A. BEIM, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

Steven A. BEIM, M.D., P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · Steven A. BEIM, M.D., P.A.'s Steven A. BEIM, M.D., P.A. 401(k) Profit Sharing Plan held $819K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

6

Plan assets (EOY)

$819K

Net assets (EOY)

$819K

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

89

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN A. BEIM, M.D., P.A..

Plan sponsor

Name

STEVEN A. BEIM, M.D., P.A.

EIN

76-0602649all filings

Address

1205 S. AUSTIN STREET · BRENHAM, TX · 778334575

Phone

(979) 251-9988

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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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