Original filing (PDF)20241112084643NAL0009162963001

RACHNA BHALA, M.D., P.A.

Name: RACHNA BHALA, M.D., P.A. — RACHNA BHALA, M.D., P.A. 401(K) PLAN, Form 5500 (2023)
Creator: RACHNA BHALA, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

RACHNA BHALA, M.D., P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 RACHNA BHALA, M.D., P.A..

Plan sponsor

Name

RACHNA BHALA, M.D., P.A.

EIN

20-5822746

Address

P.O. BOX 430 · STAFFORD, TX · 774970430

Phone

(281) 871-8333

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

RACHNA BHALA, M.D., P.A.

EIN

20-5822746

City

STAFFORD, TX

Phone

(281) 871-8333

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-11-12

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

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