· 2022–2024 · DOL EFAST2

Samuel Garcia Jr., MD., PLLC — Samuel Garcia, Jr., Form 5500 (2024)

Original filing (PDF)20251013144949NAL0003341458001

Samuel Garcia Jr., MD., PLLC

Form 5500-SF

FILING_RECEIVED

Samuel Garcia, Jr., M.D., PLLC 401(k) Plan

401(k) retirement plan · Samuel Garcia Jr., MD., PLLC's Samuel Garcia, Jr., M.D., PLLC 401(k) Plan held $197K in plan assets for 19 participants in 2024.

Active participants

19

Accounts w/ balance

11

Plan assets (EOY)

$197K

Net assets (EOY)

$197K

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

46

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAMUEL GARCIA JR., MD., PLLC.

Plan sponsor

Name

SAMUEL GARCIA JR., MD., PLLC

EIN

90-0901336all filings

Address

4115 PECAN BLVD · MCALLEN, TX · 78501

Phone

(956) 686-6050

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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