Original filing (PDF)20240802120701NAL0040759776001

PAYROLL MD, PLLC

Name: PAYROLL MD, PLLC — PAYROLLMD 401K RETIREMENT PLAN, Form 5500 (2023)
Creator: PAYROLL MD, PLLC

Form 5500-SF

FILING_RECEIVED

PAYROLLMD 401K RETIREMENT PLAN

Defined-benefit pension plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$256K

Net assets (EOY)

$256K

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 PAYROLL MD, PLLC.

Plan sponsor

Name

PAYROLL MD, PLLC

EIN

86-2567165

Address

26 MOHAWK PATH PL · SPRING, TX · 773895338

Phone

(210) 694-7884

Industry

Professional & Technical Servicessee all

Plan administrator

Name

CARR CONSULTING PA

EIN

59-3113361

City

SAN ANTONIO, TX

Phone

(210) 694-7884

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-02

Pension benefit codes

1A · Pay-related DB formula

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

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