Original filing (PDF)20231010152222NAL0028037377001

PANKAJ SHUKLA, M.D.

Name: PANKAJ SHUKLA, M.D. — PANKAJ SHUKLA, M.D. PROFIT SHARING PLAN, Form 5500 (2022)
Creator: PANKAJ SHUKLA, M.D.

Form 5500-SF

FILING_RECEIVED

PANKAJ SHUKLA, M.D. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$337K

Net assets (EOY)

$337K

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 PANKAJ SHUKLA, M.D..

Plan sponsor

Name

PANKAJ SHUKLA, M.D.

EIN

57-1142166

Address

9900 STOCKDALE HWY, SUITE 107 · BAKERSFIELD, CA · 93311

Phone

(661) 664-0600

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

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