Original filing (PDF)20250717161953NAL0000660049001

STEIN & BROCKMANN, PA

Name: STEIN & BROCKMANN, PA — STEIN & BROCKMANN, PA CASH BALANCE PLAN, Form 5500 (2024)
Creator: STEIN & BROCKMANN, PA

Form 5500-SF

FILING_RECEIVED

STEIN & BROCKMANN, PA CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEIN & BROCKMANN, PA.

Plan sponsor

Name

STEIN & BROCKMANN, PA

EIN

85-0379264

Address

P.O. BOX 2067 · SANTA FE, NM · 87504

Phone

(505) 983-3880

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

2025-07-17

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

MAXIMILIANO E. HERNANDEZ, M.D., P.A.

MAXIMILIANO E. HERNANDEZ, M.D., P.A. PROFIT SHARING PLAN

$2.1M · 8 participants

MANHATTAN ADVANCED MEDICAL PLLC

MANHATTAN ADVANCED MEDICAL PLLC DEFINED BENEFIT PLAN

$2.1M · 1 participants

KWIAT EYE AND LASER SURGERY PL

KWIAT EYE AND LASER SURGERY PL 401(K) PROFIT SHARING PLAN & TRUST

$2.1M · 16 participants

JOSE R. CABALLERO, MD, PC

DR. JOSE CABALLERO RETIREMENT PLAN

$2.1M · 6 participants

PLASTIC SURGERY OF TEXAS, PA