Original filing (PDF)20250627155517NAL0023682450001

JONATHAN P WALGAMA, MD PA

Name: JONATHAN P WALGAMA, MD PA — JONATHAN P WALGAMA, MD PA PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JONATHAN P WALGAMA, MD PA

Form 5500-SF

FILING_RECEIVED

JONATHAN P WALGAMA, MD PA PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$650K

Net assets (EOY)

$650K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONATHAN P WALGAMA, MD PA.

Plan sponsor

Name

JONATHAN P WALGAMA, MD PA

EIN

82-1860843

Address

3209 N. FOURTH ST. STE. 100 · LONGVIEW, TX · 75601

Phone

(903) 757-4662

Industry