How big is Poonam Duggal, M.D.'s plan?

Poonam Duggal, M.D.'s plan reported $932K in assets and 4 participants for 2024.

Original filing (PDF)20250823100601NAL0010351792001

Poonam Duggal, M.D.

Name: Poonam Duggal, M.D. — Poonam Duggal, M.D. 401(k), Form 5500 (2024)
Creator: Poonam Duggal, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Poonam Duggal, M.D. 401(k) Profit Sharing Plan

401(k) retirement plan · Poonam Duggal, M.D.'s Poonam Duggal, M.D. 401(k) Profit Sharing Plan held $932K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$932K

Net assets (EOY)

$932K

Plan identifiers

Poonam Duggal, M.D.'s EIN is 20-3428877.

EIN 20-3428877

Plan number 001

Plan year 2024

ACK ID 20250823100601NAL0010351792001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Poonam Duggal, M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score