· 2022–2024 · DOL EFAST2

Sumeet Bhanot MD PA — Sumeet Bhanot MD PA 401(k), Form 5500 (2024)

Original filing (PDF)20251005135218NAL0001671395001

Sumeet Bhanot MD PA

Form 5500-SF

FILING_RECEIVED

Sumeet Bhanot MD PA 401(k) Profit Sharing Plan

401(k) retirement plan · Sumeet Bhanot MD PA's Sumeet Bhanot MD PA 401(k) Profit Sharing Plan held $655K in plan assets for 6 participants in 2024.

Active participants

6

Accounts w/ balance

6

Plan assets (EOY)

$655K

Net assets (EOY)

$655K

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

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMEET BHANOT MD PA.

Plan sponsor

Name

SUMEET BHANOT MD PA

EIN

20-4534448all filings

Address

2038 BEE RIDGE ROAD · SARASOTA, FL · 34239

Phone

(941) 966-3223

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

2025-10-05

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

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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