Original filing (PDF)20230416161649NAL0008310561001

GUPTA-KAGAN, LLC

Name: GUPTA-KAGAN, LLC — GUPTA-KAGAN LLC I401(K), Form 5500 (2022)
Creator: GUPTA-KAGAN, LLC

Form 5500-SF

FILING_RECEIVED

GUPTA-KAGAN LLC I401(K)

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$453K

Net assets (EOY)

$453K

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 (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

GUPTA-KAGAN, LLC

EIN

26-7891227

Address

15 W 75TH ST APT 3A · NEW YORK, NY · 100232157

Phone

(202) 744-4462

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-04-16

Pension benefit codes

3B · Covers self-employed individuals

Welfare benefit codes

4Q · Other

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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