Original filing (PDF)20251015104009NAL0008779154001

B. RAI GUPTA, M.D., P.A.

Name: B. RAI GUPTA, M.D., P.A. — B. RAI GUPTA, M.D., P.A. RETIREMENT PLAN, Form 5500 (2024)
Creator: B. RAI GUPTA, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

B. RAI GUPTA, M.D., P.A. RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$683K

Net assets (EOY)

$683K

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 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.
High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for B. RAI GUPTA, M.D., P.A..

Plan sponsor

Name

B. RAI GUPTA, M.D., P.A.

EIN

59-3640999all filings

Address

3300 W. LAKE MARY BLVD. SUITE 220 · LAKE MARY, FL · 32746

Phone

(407) 317-1111

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

3H · Sponsor in controlled / affiliated group

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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