· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AMITABH GOSWAMI, D.O., INC. — AMITABH GOSWAMI, D. O. , INC. CASH BALANCE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013175924NAL0001705585001
AMITABH GOSWAMI, D.O., INC.
Form 5500-SF
FILING_RECEIVED
AMITABH GOSWAMI, D. O. , INC. CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AMITABH GOSWAMI, D.O., INC.
.
Find decision makers
Plan sponsor
Name
AMITABH GOSWAMI, D.O., INC.
EIN
26-0689621
Address
7255 N CEDAR AVE STE 101 · FRESNO, CA · 93720
Phone
(559) 326-3533
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1C · Cash balance or similar hybrid DB
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
Related plans
Similar-size Offices of Physicians plans
MS & NEUROMUSCULAR CENTER OF EXCELLENCE LLC
MS & NEUROMUSCULAR CENTER OF EXCELLENCE 401(K) PLAN
$1.4M · 13 participants
LOS ANGELES INTEGRATIVE GASTROENTEROLOGY & NUTRITION, INC.
LOS ANGELES INTEGRATIVE GASTROENTEROLOGY & NUTRITION, INC. RETIREMENT PLAN
$1.4M · 2 participants
NEW ALBANY OB/GYN CLINIC, P.C.
NEW ALBANY OB/GYN CLINIC, P.C. CASH BALANCE PLAN
$1.4M · 14 participants
KAKKIS MEDICAL GROUP
KAKKIS MEDICAL GROUP PROFIT SHARING PLAN
$1.4M · 2 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
ALA UD DIN, A DENTAL CORPORATION
ALA UD DIN, A DENTAL CORPORATION 401 (K) PLAN
$1.4M · 6 participants
ERIN SOLETO, M.D. APMC
ERIN SOLETO, M.D. 401(K) PLAN
$1.4M · 5 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
