· 2022–2024 · DOL EFAST2

SALIGRAMA BHAT, M.D., P.A. — SALIGRAMA BHAT, MD, PA CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2023)

Original filing (PDF)20250430161630NAL0001440963001

SALIGRAMA BHAT, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

SALIGRAMA BHAT, MD, PA CASH BALANCE PENSION PLAN AND TRUST

Defined-benefit pension plan

Signals · 1

Late filing · 5.5 mo

Active participants

0

Accounts w/ balance

—

Plan assets (EOY)

$0

Net assets (EOY)

$0

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

78

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 5.5 months past the 10.5-month grace window.

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 SALIGRAMA BHAT, M.D., P.A..

Plan sponsor

Name

SALIGRAMA BHAT, M.D., P.A.

EIN

59-2569181all filings

Address

3410 TAMIAMI TRAIL, SUITE 2 · PORT CHARLOTTE, FL · 339528112

Phone

(941) 629-8006

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-04-30

Pension benefit codes

1A · Pay-related 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

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