Original filing (PDF)20250707132016NAL0001634243001

MEDICAL OFFICES OF DR. SHASHWATI S. KALE

Name: MEDICAL OFFICES OF DR. SHASHWATI S. KALE — MEDICAL OFFICES OF DR. SHASHWATI S. KALE RETIREMENT TRUST, Form 5500 (2024)
Creator: MEDICAL OFFICES OF DR. SHASHWATI S. KALE

Form 5500-SF

FILING_RECEIVED

MEDICAL OFFICES OF DR. SHASHWATI S. KALE RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEDICAL OFFICES OF DR. SHASHWATI S. KALE.

Plan sponsor

Name

MEDICAL OFFICES OF DR. SHASHWATI S. KALE

EIN

20-4792431

Address

2690 SOUTH WHITE ROAD · SUITE 200 · SAN JOSE, CA · 95148

Phone

(408) 223-8236

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator