· 2022–2024 · DOL EFAST2

S. K. Aggarwal, M.D., P.A. — S. K. Aggarwal, M. D., Form 5500 (2025)

Original filing (PDF)20260526124508NAL0006438369001

S. K. Aggarwal, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

S. K. Aggarwal, M. D. , P. A. Cash Balance Plan

Defined-benefit pension plan · S. K. Aggarwal, M.D., P.A.'s S. K. Aggarwal, M. D. , P. A. Cash Balance Plan held $3.1M in plan assets for 4 participants in 2025.

Active participants

4

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 S. K. AGGARWAL, M.D., P.A..

Plan sponsor

Name

S. K. AGGARWAL, M.D., P.A.

EIN

59-3220596all filings

Address

5522 TROUBLE CREEK ROAD, SUITE 100 · NEW PORT RICHEY, FL · 34652

Phone

(727) 942-8050

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-26

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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