Original filing (PDF)20250422150546NAL0004341393001

NEERA BHATIA, M.D., P.A.

Name: NEERA BHATIA, M.D., P.A. — NEERA BHATIA, M.D., P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: NEERA BHATIA, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

NEERA BHATIA, M.D., P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$879K

Net assets (EOY)

$879K

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 (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

NEERA BHATIA, M.D., P.A.

EIN

74-2046096all filings

Address

1303 MCCULLOUGH AVENUE, #237 · SAN ANTONIO, TX · 78212

Phone

(210) 222-2694

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

BFPS PC

BLOOM FACIAL PLASTIC SURGERY 401(K) PLAN

$879K · 21 participants

JAIN PLASTIC SURGERY, P.C.

JAIN PLASTIC SURGERY, P.C. 401(K) PLAN

$879K · 4 participants

PREMIER DERM CENTER PLLC

PREMIER DERM CENTER PLLC DEFINED BENEFIT PLAN

$879K · 5 participants

ANDRON MEDICAL ASSOCIATES, P.A.

ANDRON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN

$878K · 6 participants

DRAKE AND PRESTI ENT SURGICAL ASSOCIATES LLC

DR. PAUL PRESTI & STAFF CASH BALANCE PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.