· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HAPPY N KHANNA MD INC — HAPPY N KHANNA MD DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014211411NAL0007491938001
HAPPY N KHANNA MD INC
Form 5500-SF
FILING_RECEIVED
HAPPY N KHANNA MD DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
HAPPY N KHANNA MD INC
.
Find decision makers
Plan sponsor
Name
HAPPY N KHANNA MD INC
EIN
27-0708279
Address
1808 VERDUGO BLVD STE 408 · GLENDALE, CA · 91208
Phone
(818) 790-3610
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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
Related plans
Similar-size Offices of Physicians plans
THE PERINATAL CENTER, P.A.
THE PERINATAL CENTER, P.A. PROFIT SHARING PLAN
$1.6M · 2 participants
QHSA LLC
QHSA LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.6M · 5 participants
FAIRFIELD COUNTY PATHOLOGY CONSULTANTS, LLC
FAIRFIELD COUNTY PATHOLOGY CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN
$1.6M · 3 participants
LYONS MEDICAL CARE, PLLC
LYONS MEDICAL CARE, PLLC 401(K) PLAN
$1.6M · 4 participants
PARKSIDE HEALTH & WELLNESS CENTER
PARKSIDE HEALTH & WELLNESS CENTER SAFE HARBOR 401(K) PLAN
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.
$1.6M · 6 participants
JUNG M. BAE, M.D., INC.
JUNG M. BAE, M.D., INC. RETIREMENT PLAN
$1.6M · 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
