Original filing (PDF)20250926153514NAL0021932994001

TUSHAR R. MODI, M.D., INC.

Name: TUSHAR R. MODI, M.D., INC. — TUSHAR R. MODI, M.D., INC. PENSION PLAN & TRUST, Form 5500 (2024)
Creator: TUSHAR R. MODI, M.D., INC.

Form 5500-SF

FILING_RECEIVED

TUSHAR R. MODI, M.D., INC. PENSION PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$814K

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 TUSHAR R. MODI, M.D., INC..

Plan sponsor

Name

TUSHAR R. MODI, M.D., INC.

EIN

46-4395471

Address

413 E. ORANGEBURG AVE #A · MODESTO, CA · 95350

Phone

(209) 529-9600

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

2025-09-26

Pension benefit codes

1A · Pay-related DB formula

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

HOWARD W. POPP MD PA

$2.7M

CHILDRENS DOCTOR PROFESSIONAL CORPORATION

CHILDRENS DOCTOR PROFESSIONAL 401(K) PROFIT SHARING PLAN AND TRUST

$2.7M · 19 participants

NARINDER SINGH BALA, M.D., INC.

NARINDER SINGH BALA, M. D. , INC. MONEY PURCHASE P

$2.7M · 6 participants

IBRAHIM HANNA, MD, INC.

IBRAHIM HANNA, MD, INC. 401(K) P/S PLAN

$2.7M · 7 participants

DENVER ENDOCRINOLOGY DIABETES & THYROID CENTER P.C.

DENVER ENDOCRINOLOGY 401K PLAN