How big is Shivani Gupta's plan?

Shivani Gupta's plan reported $456K in assets and 3 participants for 2024.

Original filing (PDF)20251015195152NAL0007209632001

Shivani Gupta

Name: Shivani Gupta — Shivani Gupta 401(k) Plan, Form 5500 (2024)
Creator: Shivani Gupta
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shivani Gupta 401(k) Plan

401(k) retirement plan · Shivani Gupta's Shivani Gupta 401(k) Plan held $456K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$456K

Net assets (EOY)

$456K

Plan identifiers

Shivani Gupta's EIN is 27-3336288.

EIN 27-3336288

Plan number 001

Plan year 2024

ACK ID 20251015195152NAL0007209632001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shivani Gupta from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shivani Gupta's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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 (94th percentile).

Plan sponsor

Name

SHIVANI GUPTA

EIN

all filings

Address

1201 ST. FRANCIS WAY · SAN CARLOS, CA · 94070

Phone

(510) 861-2378

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

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

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