Original filing (PDF)20250729172625NAL0005231552002

SUNIL N. LALLA, M.D., P.A.

Name: SUNIL N. LALLA, M.D., P.A. — SUNIL N. LALLA, M.D., P.A. CASH BALANCE PLAN, Form 5500 (2024)
Creator: SUNIL N. LALLA, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

SUNIL N. LALLA, M.D., P.A. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 SUNIL N. LALLA, M.D., P.A..

Plan sponsor

Name

SUNIL N. LALLA, M.D., P.A.

EIN

65-0714124

Address

14171 METROPOLIS AVENUE, SUITE 202 · FORT MYERS, FL · 33912

Phone

(239) 561-2202

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

1A · Pay-related DB formula

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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