How big is Jonathan P Walgama, MD PA's plan?

Jonathan P Walgama, MD PA's plan reported $650K in assets and 12 participants for 2024.

Original filing (PDF)20250627155517NAL0023682450001

Jonathan P Walgama, MD PA

Name: Jonathan P Walgama, MD PA — Jonathan P Walgama, MD, Form 5500 (2024)
Creator: Jonathan P Walgama, MD PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jonathan P Walgama, MD PA Profit Sharing Plan

401(k) retirement plan · Jonathan P Walgama, MD PA's Jonathan P Walgama, MD PA Profit Sharing Plan held $650K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$650K

Net assets (EOY)

$650K

Plan identifiers

Jonathan P Walgama, MD PA's EIN is 82-1860843.

EIN 82-1860843

Plan number 001

Plan year 2024

ACK ID 20250627155517NAL0023682450001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jonathan P Walgama, MD PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jonathan P Walgama, MD PA's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

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.

Finding similar companies…

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).

Plan sponsor

Name

JONATHAN P WALGAMA, MD PA

EIN

all filings

Address

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

Phone

(903) 757-4662

Industry

Health Care & Social Assistance

Plan administrator