Original filing (PDF)20251010034618NAL0017615490001

BRIAN SHAH, M.D., PLLC

Name: BRIAN SHAH, M.D., PLLC — BRIAN SHAH, M.D., PLLC CASH BALANCE PLAN & TRUST, Form 5500 (2024)
Creator: BRIAN SHAH, M.D., PLLC

Form 5500-SF

FILING_RECEIVED

BRIAN SHAH, M.D., PLLC CASH BALANCE PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$333K

Net assets (EOY)

$333K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIAN SHAH, M.D., PLLC.

Plan sponsor

Name

BRIAN SHAH, M.D., PLLC

EIN

87-3912349

Address

131 2ND AVE. S · ST. PETERSBURG, FL · 33701

Phone

(727) 823-3220

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

2025-10-10

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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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