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JOSE M. ORTEGA, M.D., F.A.C.S., P.A. — JOSE M. ORTEGA, M.D. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250717135042NAL0000377041001
JOSE M. ORTEGA, M.D., F.A.C.S., P.A.
Form 5500-SF
FILING_RECEIVED
JOSE M. ORTEGA, M.D. 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
3
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JOSE M. ORTEGA, M.D., F.A.C.S., P.A.
.
Find decision makers
Plan sponsor
Name
JOSE M. ORTEGA, M.D., F.A.C.S., P.A.
EIN
76-0624148
Address
18955 N. MEMORIAL DR., SUITE 480 · HUMBLE, TX · 77338
Phone
(281) 319-5319
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-07-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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Auditor
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Trustee / custodian
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