Original filing (PDF)20250529054709NAL0020012290001

MAHESH KOTTAPALLI, MD, PA

Name: MAHESH KOTTAPALLI, MD, PA — MAHESH KOTTAPALLI, MD PA RETIREMENT PLAN, Form 5500 (2023)
Creator: MAHESH KOTTAPALLI, MD, PA

Form 5500-SF

FILING_RECEIVED

MAHESH KOTTAPALLI, MD PA RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 MAHESH KOTTAPALLI, MD, PA.

Plan sponsor

Name

MAHESH KOTTAPALLI, MD, PA

EIN

26-3214045

Address

2727 BOLTON BOONE DRIVE · STE 109 · DESOTO, TX · 75115

Phone

(972) 283-2370

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-05-29

Pension benefit codes

1A · Pay-related DB formula

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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