Original filing (PDF)20240324150649NAL0004899283001

NAVJYOT GUJRAL

Name: NAVJYOT GUJRAL — PARTICIPANT QRP/KEOGH, Form 5500 (2023)
Creator: NAVJYOT GUJRAL

Form 5500-SF

FILING_RECEIVED

PARTICIPANT QRP/KEOGH

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NAVJYOT GUJRAL.

Plan sponsor

Name

NAVJYOT GUJRAL

EIN

33-0962846

Address

PO BOX 4517 · MISSION VIEJO, CA · 926904517

Phone

(949) 554-9724

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-03-24

Pension benefit codes

3B · Covers self-employed individuals

3J · U.S. plan covering Puerto Rico residents

2E · Profit-sharing

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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