Original filing (PDF)20240617165657NAL0001140419001

KALI S. ESWARAN MD

Name: KALI S. ESWARAN MD — KALI S. ESWARAN M.D., INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: KALI S. ESWARAN MD

Form 5500-SF

FILING_RECEIVED

KALI S. ESWARAN M.D., INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KALI S. ESWARAN MD.

Plan sponsor

Name

KALI S. ESWARAN MD

EIN

68-0158202

Address

1995 ZINFANDEL DRIVE · SUITE 201 · RANCHO CORDOVA, CA · 95670

Phone

(916) 852-6001

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

CONNIE HO, MD, A PC

CONNIE HO, MD RETIREMENT PLAN

$2.7M · 2 participants

THEODORE BARTON, MD

THEODORE BARTON, MD 401(K) PLAN

$2.7M · 7 participants

BERKS COLORECTAL SURGICAL ASSOCIATES

BERKS COLORECTAL SURGICAL ASSOCIATES 401(K) PLAN

$2.7M · 4 participants

DIEGO H. CALONJE, M.D., P.C.

DIEGO H. CALONJE, M.D, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT

$2.7M · 11 participants

NORTH JERSEY HIP AND KNEE CENTER, P.C.

NORTH JERSEY HIP AND KNEE CENTER, P.C. CASH BALANCE PLAN