Original filing (PDF)20250917131133NAL0001163554001

PAVAN ANAND, P.A.

Name: PAVAN ANAND, P.A. — NIMA CASH BALANCE PLAN, Form 5500 (2024)
Creator: PAVAN ANAND, P.A.

Form 5500-SF

FILING_RECEIVED

NIMA CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$971K

Net assets (EOY)

$971K

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 PAVAN ANAND, P.A..

Plan sponsor

Name

PAVAN ANAND, P.A.

EIN

65-0923321all filings

Address

599 9TH STREET NORTH SUITE 210 · NAPLES, FL · 34102

Phone

(239) 435-1999

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

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

Related plans

Similar-size Offices of Physicians plans

CAM MEDICAL GROUP, S.C.

CAM MEDICAL GROUP, S.C. 401(K) PLAN

$971K · 16 participants

UROLOGY ASSOCIATES OF CHARLESTON, LLC

UROLOGY ASSOCIATES OF CHARLESTON, LLC 401(K) PROFIT SHARING PLAN

$971K · 22 participants

NAGI T. AYOUB, M.D., P.C. DBA WESTFIELD PLASTIC SURGERY CENTER

WESTFIELD PLASTIC SURGERY CENTER CASH BALANCE PENSION PLAN

$971K · 5 participants

LAWRENCE HEALTH SOLUTIONS, LLC

LAWRENCE HEALTH SOLUTIONS, LLC PROFIT SHARING PLAN

$971K · 4 participants

ARNOLD SEID, M.D., INC.

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.