Original filing (PDF)20251002124000NAL0000749088001

GURDEEP S. KUNDLAS, M.D.

Name: GURDEEP S. KUNDLAS, M.D. — GURDEEP S. KUNDLAS, M.D. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: GURDEEP S. KUNDLAS, M.D.

Form 5500-SF

FILING_RECEIVED

GURDEEP S. KUNDLAS, M.D. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 GURDEEP S. KUNDLAS, M.D..

Plan sponsor

Name

GURDEEP S. KUNDLAS, M.D.

EIN

16-1555445

Address

7569 ROUTE 54 · BATH, NY · 14810

Phone

(607) 776-3522

Industry

Offices of Physicians· Health Care & Social Assistancesee all

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

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

HEDIEH ARBABZADEH, M.D., INC.

HEDIEH ARBABZADEH, M. D. , INC. 401(K) PROFIT SHARING PLAN

$1.7M · 9 participants

COMPREHENSIVE OB/GYN ASSOCIATES, LLC

COMPREHENSIVE OB/GYN ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

$1.7M · 11 participants

HUDSON NEUROLOGY AND NEUROPHYSIOLOGY, PC

HUDSON NEUROLOGY AND NEUROPHYSIOLOGY, PC 401(K) PROFIT SHARING PLAN

$1.7M · 2 participants

KENNETH L. GWINN, MD, PC

KENNETH L. GWINN, MD, PC CASH BALANCE PENSION PLAN

$1.7M · 11 participants