· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VATSAL HAREN MODY, MD, INC. — VATSAL H. MODY, MD PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250722200216NAL0008158690001
VATSAL HAREN MODY, MD, INC.
Form 5500-SF
FILING_RECEIVED
VATSAL H. MODY, MD PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
7
Accounts w/ balance
8
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VATSAL HAREN MODY, MD, INC.
.
Find decision makers
Plan sponsor
Name
VATSAL HAREN MODY, MD, INC.
EIN
20-0198668
Address
10832 LAUREL STREET, SUITE 101 · RANCHO CUCAMONGA, CA · 917307688
Phone
(909) 477-3015
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-07-22
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
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
Related plans
Similar-size Offices of Physicians plans
BAY AREA ADVANCED GASTROENTEROLOGY CARE, INC.
BAY AREA ADVANCED GASTROENTEROLOGY CARE, INC. CASH BALANCE PLAN
$2.0M · 5 participants
ROSLYN CHOSAK, MD LLC
ROSLYN CHOSAK MD LLC BASIC PROFIT SHARING PLAN
$2.0M · 3 participants
JOAN D. O'LEARY, M.D., P.L.
O'LEARY 401(K) PROFIT SHARING PLAN
$2.0M · 5 participants
HENRY M. SPINELLI, M.D., P.C.
HENRY M. SPINELLI, M.D., P.C. PROFIT SHARING PLAN
$2.0M · 3 participants
POONAM DUGGAL, M.D.
POONAM DUGGAL, M.D. CASH BALANCE PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.0M · 3 participants
HARISH H.K. MURTHY, M.D.
HARISH H.K. MURTHY, M.D. DEFINED BENEFIT PENSION PLAN
$2.0M · 8 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B