Original filing (PDF)20251003124721NAL0002314928001

ANITA GOTTIPATI MD PA

Name: ANITA GOTTIPATI MD PA — ANITA GOTTIPATI MD PA CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: ANITA GOTTIPATI MD PA

Form 5500-SF

FILING_RECEIVED

ANITA GOTTIPATI MD PA CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score

/ 100

Grade A

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

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANITA GOTTIPATI MD PA.

Plan sponsor

Name

ANITA GOTTIPATI MD PA

EIN

41-2164331

Address

3115 COLLEGE PARK DRIVE SUITE 109 · CONROE, TX · 77384

Phone

(281) 592-9992

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

SINUS AND NASAL SPECIALIST OF LOUISIANA

SINUS AND NASAL SPECIALIST OF LOUISIANA 401(K) & PROFIT SHARING PLAN & TRUST

$1.6M · 9 participants

NORTHWEST IOWA UROLOGISTS, P.C.

NORTHWEST IOWA UROLOGISTS, P.C. 401(K) PLAN

$1.6M · 6 participants

VINOD GULATI M.D., PLLC

VINOD GULATI M.D., PLLC 401(K) PLAN

$1.6M · 8 participants

BOULDER PLASTIC SURGERY PROF. LLC

BOULDER PLASTIC SURGERY CASH BALANCE PLAN

$1.6M · 12 participants

EATONTON PEDIATRICS, P.C.

EATONTON PEDIATRICS, P.C. 401(K) PLAN