Original filing (PDF)20250709042730NAL0012380274001

SUTINDER S. KOHLI, P.A.

Name: SUTINDER S. KOHLI, P.A. — SUTINDER KOHLI, P.A. PENSION PLAN, Form 5500 (2024)
Creator: SUTINDER S. KOHLI, P.A.

Form 5500-SF

FILING_RECEIVED

SUTINDER KOHLI, P.A. PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUTINDER S. KOHLI, P.A..

Plan sponsor

Name

SUTINDER S. KOHLI, P.A.

EIN

59-3428842all filings

Address

1021 SOUTH RIDGEWOOD AVENUE · SUITE #1 · DAYTONA BEACH, FL · 32114

Phone

(386) 255-8866

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

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

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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