How big is Shivani Gupta, DDS, APC's plan?

Shivani Gupta, DDS, APC's plan reported $568K in assets and 7 participants for 2024.

Original filing (PDF)20251219193512NAL0014967138001

Shivani Gupta, DDS, APC

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

Form 5500-SF

FILING_RECEIVED

Shivani Gupta DDS, APC Cash Balance Plan

Defined-benefit pension plan · Shivani Gupta, DDS, APC's Shivani Gupta DDS, APC Cash Balance Plan held $568K in plan assets for 7 participants in 2024.

Signals · 1

Late filing · 1.1 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$568K

Net assets (EOY)

$568K

Plan identifiers

Shivani Gupta, DDS, APC's EIN is 27-3336288.

EIN 27-3336288

Plan number 002

Plan year 2024

ACK ID 20251219193512NAL0014967138001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shivani Gupta, DDS, APC's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off