Original filing (PDF)20240617165749NAL0001227491001

KALI S. ESWARAN MD

Name: KALI S. ESWARAN MD — KALI S. ESWARAN M.D., INC. CASH BALANCE PENSION PLAN, Form 5500 (2023)
Creator: KALI S. ESWARAN MD

Form 5500-SF

FILING_RECEIVED

KALI S. ESWARAN M.D., INC. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-17

Pension benefit codes

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

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