Original filing (PDF)20241013151330NAL0042379808001

MAHENDRA K. KALRA,M.D.

Name: MAHENDRA K. KALRA,M.D. — MAHENDRA K. KALRA,M.D. DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: MAHENDRA K. KALRA,M.D.

Form 5500-SF

FILING_RECEIVED

MAHENDRA K. KALRA,M.D. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 MAHENDRA K. KALRA,M.D..

Plan sponsor

Name

MAHENDRA K. KALRA,M.D.

EIN

42-1575398

Address

1080 UNIVERSITY BOULEVARD · RICHMOND, IN · 47374

Phone

(765) 939-2037

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-13

Pension benefit codes

1A · Pay-related DB formula

3B · Covers self-employed individuals

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

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