Original filing (PDF)20241108032712NAL0006476707001

USHA AGARWAL M.D. P.A.

Name: USHA AGARWAL M.D. P.A. — USHA AGARWAL M.D. P.A. CASH BALANCE PENSION PLAN, Form 5500 (2023)
Creator: USHA AGARWAL M.D. P.A.

Form 5500-SF

FILING_RECEIVED

USHA AGARWAL M.D. P.A. CASH BALANCE PENSION PLAN

Defined-benefit pension 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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for USHA AGARWAL M.D. P.A..

Plan sponsor

Name

USHA AGARWAL M.D. P.A.

EIN

59-3218475

Address

3543 LITTLE ROAD · NEW PORT RICHEY, FL · 34655

Phone

(727) 846-9419

Industry

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

2024-11-08

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

1I · Frozen plan — no new benefit accrual

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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