Original filing (PDF)20250722093058NAL0001187379001

ALKESH C. AMIN, M.D., P.A.

Name: ALKESH C. AMIN, M.D., P.A. — ALKESH C. AMIN, M.D., P.A. CASH BALANCE PLAN, Form 5500 (2024)
Creator: ALKESH C. AMIN, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

ALKESH C. AMIN, M.D., P.A. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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

Participation health

Decision-maker contacts

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

Plan sponsor

Name

ALKESH C. AMIN, M.D., P.A.

EIN

76-0664343

Address

215 OAK DRIVE · SUITE G · LAKE JACKSON, TX · 775664212

Phone

(979) 297-8911

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

Related plans

Similar-size Offices of Physicians plans

NORMAN REINACH, M.D.

NORMAN REINACH, M.D. PROFIT SHARING PLAN

$1.9M · 1 participants

DR SHERYL & DR GERALD SILVERMAN LLC

DR SHERYL SILVERMAN/DR GERALD SILVERMAN PROFIT SHARING PLAN

$1.9M · 3 participants

JOSEPH A. RUSSO, M.D., P.C.

JOSEPH A. RUSSO, M.D., P.C. CASH BALANCE PLAN

$1.9M · 29 participants

MAHWAH VALLEY ORTHOPEDIC

MAHWAH VALLEY ORTHOPEDIC PROFIT SHARING PLAN

$1.9M · 3 participants

MELVIN BONER, D.D.S., P.A.

MELVIN BONER, D.D.S., P.A. PROFIT SHARING PLAN