Original filing (PDF)20250627172741NAL0023830018001

SHALINI VARMA, M.D, LTD

Name: SHALINI VARMA, M.D, LTD — SHALINI VARMA, M.D CASH BALANCE PLAN, Form 5500 (2024)
Creator: SHALINI VARMA, M.D, LTD

Form 5500-SF

FILING_RECEIVED

SHALINI VARMA, M.D CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$567K

Net assets (EOY)

$567K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHALINI VARMA, M.D, LTD.

Plan sponsor

Name

SHALINI VARMA, M.D, LTD

EIN

46-5161054

Address

7400 60TH AVE · KENOSHA, WI · 53142

Phone

(224) 632-8900

Industry

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

2025-06-27

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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 Health Care & Social Assistance plans

KAHALA CLINIC FOR CHILDREN & FAMILY

KAHALA CLINIC FOR CHILDREN & FAMILY INC. 401(K) PLAN

$567K · 2 participants

VALENCE HEALTH CORP. PC DBA THE MEADOWLARK CLINIC

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

$566K · 8 participants

NORTHWEST PSYCHIATRY

NORTHWEST PSYCHIATRY 401(K) PLAN

$568K · 6 participants

ASSESSMENT AND PSYCHOTHERAPY SERVICES, INC.

ASSESSMENT AND PSYCHOTHERAPY SERVICES, INC. RETIREMENT PLAN

$568K · 1 participants

PARTHIV RAVAL, M.D. LLC