Original filing (PDF)20251015104412NAL0009146066001

KARAN S. BHALLA, MD PLLC

Name: KARAN S. BHALLA, MD PLLC — ORION MEDICAL 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: KARAN S. BHALLA, MD PLLC

Form 5500-SF

FILING_RECEIVED

ORION MEDICAL 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 KARAN S. BHALLA, MD PLLC.

Plan sponsor

Name

KARAN S. BHALLA, MD PLLC

EIN

45-4604434

Address

13009 GULF COMMERCE DRIVE SUITE 100 · HOUSTON, TX · 77034

Phone

(713) 943-2800

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

2G · Total participant-directed accounts

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

DERMATOLOGY ASSOCIATES OF SOUTHWEST WASHINGTON,PLLC

DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

$2.3M · 12 participants

YUNHEE CHUNG, M.D., P.C.

YUNHEE CHUNG, M.D., P.C. PROFIT SHARING ACCIDENT & HEALTH PLAN

$2.3M · 5 participants

ADVANCED AESTHETICS OF TEXAS PLLC

ADVANCED AESTHETICS OF TEXAS DEFINED BENEFIT PLAN

$2.3M · 31 participants

LAFAYETTE INTERNAL MEDICINE CLINIC, LLC

LAFAYETTE INTERNAL MEDICINE CLINIC, LLC 401(K) PLAN AND TRUST

$2.3M · 31 participants