How big is Poonam S Dulai's plan?

Poonam S Dulai's plan reported $1.1M in assets and 2 participants for 2024.

Original filing (PDF)20251029142726NAL0001007921001

Poonam S Dulai

Name: Poonam S Dulai — Profit Sharing Plan, Form 5500 (2024)
Creator: Poonam S Dulai
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Profit Sharing Plan

Defined-contribution retirement plan · Poonam S Dulai's Profit Sharing Plan held $1.1M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Poonam Dulai signed Poonam S Dulai's 2024 Form 5500 as plan administrator.

Poonam Dulai — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Poonam S Dulai's EIN is 11-3297881.

EIN 11-3297881

Plan number 001

Plan year 2024

ACK ID 20251029142726NAL0001007921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Poonam S Dulai from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Poonam S Dulai's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POONAM S DULAI.

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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.

Plan sponsor

Name

POONAM S DULAI

DBA

POONAM S DULAI MD

EIN

all filings

Address

2000 N VILLAGE AVE STE 309 · ROCKVILLE CENTRE, NY · 115701001

Phone

(516) 764-7940

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

2025-10-29

Pension benefit codes

2E · Profit-sharing

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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