How big is Shivanand R. POLE, M.D., Inc.'s plan?

Shivanand R. POLE, M.D., Inc.'s plan reported $1.8M in assets and 3 participants for 2024.

Original filing (PDF)20250604095123NAL0019169632001

Shivanand R. POLE, M.D., Inc.

Name: Shivanand R. POLE, M.D., Inc. — Shivanand R. POLE, Form 5500 (2024)
Creator: Shivanand R. POLE, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shivanand R. POLE, M.D., Inc. 401(k) Plan

401(k) retirement plan · Shivanand R. POLE, M.D., Inc.'s Shivanand R. POLE, M.D., Inc. 401(k) Plan held $1.8M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Shivanand R. POLE MD signed Shivanand R. POLE, M.D., Inc.'s 2024 Form 5500 as plan administrator.

Shivanand R. POLE MD — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Shivanand R. POLE, M.D., Inc.'s EIN is 27-4931034.

EIN 27-4931034

Plan number 001

Plan year 2024

ACK ID 20250604095123NAL0019169632001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shivanand R. POLE, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shivanand R. POLE, M.D., Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHIVANAND R. POLE, M.D., INC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

SHIVANAND R. POLE, M.D., INC

EIN

all filings

Address

3851 KATELLA AVENUE #305 · LOS ALAMITOS, CA · 90720

Phone

(562) 882-2212

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator