Original filing (PDF)20241014115907NAL0045870704001

MAHESH B. KOTTAPALLI MD PA

Name: MAHESH B. KOTTAPALLI MD PA — MAHESH KOTTAPALLI MD PA 401(K) PLAN, Form 5500 (2023)
Creator: MAHESH B. KOTTAPALLI MD PA

Form 5500-SF

FILING_RECEIVED

MAHESH KOTTAPALLI MD PA 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$701K

Net assets (EOY)

$701K

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 average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAHESH B. KOTTAPALLI MD PA.

Plan sponsor

Name

MAHESH B. KOTTAPALLI MD PA

EIN

26-3214045all filings

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

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

FLORIDA PAIN MANAGEMENT ASSOCIATES, P.A.

FLORIDA PAIN MANAGEMENT ASSOCIATES, P.A. 401(K) PLAN

$701K · 9 participants

SPARTAN ORTHOPAEDICS, LLC

SPARTAN ORTHOPAEDICS, LLC 401(K) PROFIT SHARING PLAN

$701K · 22 participants

MEDICAL ARTS UNLIMITED, CORP.

MEDICAL ARTS UNLIMITED, CORP. PROFIT SHARING AND 401(K) PLAN

$701K · 7 participants

ZENN PLASTIC SURGERY, PLLC

ZENN PLASTIC SURGERY 401(K) PLAN

$701K · 7 participants

OCEANA PRIMARY CARE, P.A.

OCEANA PRIMARY CARE, P.A. 401(K) P/S PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.