Original filing (PDF)20231201093826NAL0006997187001

DR. SAJEEV ANAND, LLC

Name: DR. SAJEEV ANAND, LLC — DR. SAJEEV ANAND, LLC 401(K) PLAN, Form 5500 (2022)
Creator: DR. SAJEEV ANAND, LLC

Form 5500-SF

FILING_RECEIVED

DR. SAJEEV ANAND, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 DR. SAJEEV ANAND, LLC.

Plan sponsor

Name

DR. SAJEEV ANAND, LLC

EIN

52-2235972

Address

9305 BELLE TERRE WAY · POTOMAC, MD · 20854

Phone

(301) 526-4118

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-09-26

Filed

2023-12-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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