Original filing (PDF)20251001141255NAL0005968627001

BHATTI GASTROENTEROLOGY CONSULTANTS, P.A.

Name: BHATTI GASTROENTEROLOGY CONSULTANTS, P.A. — BHATTI GASTROENTEROLOGY CONSULTANTS, P. A. CASH BALANCE PLAN, Form 5500 (2024)
Creator: BHATTI GASTROENTEROLOGY CONSULTANTS, P.A.

Form 5500-SF

FILING_RECEIVED

BHATTI GASTROENTEROLOGY CONSULTANTS, P. A. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 BHATTI GASTROENTEROLOGY CONSULTANTS, P.A..

Plan sponsor

Name

BHATTI GASTROENTEROLOGY CONSULTANTS, P.A.

EIN

46-3429048

Address

1457 WHITE OAK DRIVE · CHASKA, MN · 55318

Phone

(952) 368-3800

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

2025-10-01

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

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

DELAWARE VALLEY AESTHETICS, PLLC

RUMER COSMETIC SURGERY 401(K) PROFIT SHARING PLAN

$1.6M · 6 participants

SCOTT W. BARTTELBORT, M.D., A P.C.

SCOTT W. BARTTELBORT, M.D., A P.C. PROFIT SHARING PLAN & TRUST

$1.6M · 5 participants

FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA

FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA CASH BALANCE PENSION PLAN

$1.6M · 7 participants

TALLAHASSEE NEUROLOGY ASSOCIATES, P.A.

TALLAHASSEE NEUROLOGY ASSOCIATES, P.A. 401(K) PLAN

$1.6M · 7 participants