How big is Karan S. Bhalla, MD PLLC's plan?

Karan S. Bhalla, MD PLLC's plan reported $1.2M in assets and 11 participants for 2024.

Original filing (PDF)20251015104957NAL0004632913001

Karan S. Bhalla, MD PLLC

Name: Karan S. Bhalla, MD PLLC — Orion Medical Cash, Form 5500 (2024)
Creator: Karan S. Bhalla, MD PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Orion Medical Cash Balance Plan

Defined-benefit pension plan · Karan S. Bhalla, MD PLLC's Orion Medical Cash Balance Plan held $1.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Kevin Boercker signed Karan S. Bhalla, MD PLLC's 2024 Form 5500 as plan administrator.

Kevin Boercker — 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

Karan S. Bhalla, MD PLLC's EIN is 45-4604434.

EIN 45-4604434

Plan number 002

Plan year 2024

ACK ID 20251015104957NAL0004632913001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Karan S. Bhalla, MD PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Karan S. Bhalla, MD PLLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KARAN S. BHALLA, MD PLLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score