Original filing (PDF)20260306131038NAL0011575842001

SUNIL GUPTA, M.D., L.L.C.

Name: SUNIL GUPTA, M.D., L.L.C. — RETINA SPECIALTY INSTITUTE 401(K) PLAN, Form 5500 (2024)
Creator: SUNIL GUPTA, M.D., L.L.C.

Form 5500-SF

FILING_RECEIVED

RETINA SPECIALTY INSTITUTE 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 3.7 moNo auditor on file

Active participants

143

Accounts w/ balance

121

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUNIL GUPTA, M.D., L.L.C..

Plan sponsor

Name

SUNIL GUPTA, M.D., L.L.C.

EIN

59-3482386

Address

5150 NORTH DAVIS HIGHWAY · PENSACOLA, FL · 32503

Phone

(850) 476-6759

Industry

Offices of Physicians· 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

2026-03-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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