How big is Samir B. Pancholy, LLC's plan?

Samir B. Pancholy, LLC's plan reported $1.4M in assets and 12 participants for 2024.

Original filing (PDF)20251015105332NAL0006022064001

Samir B. Pancholy, LLC

Name: Samir B. Pancholy, LLC — Samir B. Pancholy 401(k), Form 5500 (2024)
Creator: Samir B. Pancholy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Samir B. Pancholy 401(k) Profit Sharing Plan

401(k) retirement plan · Samir B. Pancholy, LLC's Samir B. Pancholy 401(k) Profit Sharing Plan held $1.4M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Samir B. Pancholy, LLC's EIN is 20-8101079.

EIN 20-8101079

Plan number 001

Plan year 2024

ACK ID 20251015105332NAL0006022064001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Samir B. Pancholy, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Samir B. Pancholy, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAMIR B. PANCHOLY, LLC.

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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

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 (96th percentile).

Plan sponsor

Name

SAMIR B. PANCHOLY, LLC

EIN

all filings

Address

401 N. STATE STREET · CLARKS SUMMIT, PA · 18411

Phone

(570) 587-3217

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator