Original filing (PDF)20240515085512NAL0047883072001

MOORKATH S. UNNI, M.D.

Name: MOORKATH S. UNNI, M.D. — MOORKATH S. UNNI, M.D. CASH BALANCE PLAN, Form 5500 (2023)
Creator: MOORKATH S. UNNI, M.D.

Form 5500-SF

FILING_RECEIVED

MOORKATH S. UNNI, M.D. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 MOORKATH S. UNNI, M.D..

Plan sponsor

Name

MOORKATH S. UNNI, M.D.

EIN

52-2082948all filings

Address

602 SOUTH ATWOOD RD. · SUITE 205 · BEL AIR, MD · 21014

Phone

(410) 803-2211

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

CRUTCHFIELD DERMATOLOGY, P.A.

CRUTCHFIELD DERMATOLOGY, P.A. 401(K) PLAN

MID-AMERICA EYE CENTER, P.A.

MID-AMERICA EYE CENTER, P.A. EMPLOYEES' PROFIT SHARING PLAN

ROBERT A. SWEET, M.D., P.A.

ROBERT A. SWEET, M.D., P.A. 401(K) RETIREMENT PLAN

BRIAN WILLOUGHBY, MD PC

EMPLOYEE PROFIT-SHARING PLAN OF BRIAN WILLOUGHBY, MD PC

DERMATOLOGY & AESTHETIC CARE, LLC

DERMATOLOGY & AESTHETIC CARE, LLC 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.