Original filing (PDF)20250929213604NAL0011708913001

RAJ K. BHALLA, M.D., P.A. DBA COMPREHENSIVE CARDIOLOGY

Name: RAJ K. BHALLA, M.D., P.A. DBA COMPREHENSIVE CARDIOLOGY — COMPREHENSIVE CARDIOLOGY 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: RAJ K. BHALLA, M.D., P.A. DBA COMPREHENSIVE CARDIOLOGY

Form 5500-SF

FILING_RECEIVED

COMPREHENSIVE CARDIOLOGY 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 RAJ K. BHALLA, M.D., P.A. DBA COMPREHENSIVE CARDIOLOGY.

Plan sponsor

Name

RAJ K. BHALLA, M.D., P.A. DBA COMPREHENSIVE CARDIOLOGY

EIN

76-0587668

Address

2200 NASA ROAD ONE, #220 · HOUSTON, TX · 77058

Phone

(281) 333-9200

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

2025-09-29

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

AKASH BAJAJ, M.D., INC.

AKASH BAJAJ, M.D. 401(K) PROFIT SHARING PLAN AND TRUST

$1.2M · 3 participants

NEVILLE V. UDWADIA, M.D., INC.

NEVILLE V. UDWADIA, M.D., INC. 401(K) PROFIT SHARING PLAN

$1.2M · 4 participants

PREMIER HEALTH CENTER, PLLC

PREMIER HEALTH CENTER, PLLC CASH BALANCE PLAN

$1.2M · 6 participants

SUDHAKAR VENKATA MALLELA, M.D., INC.

SUDHAKAR VENKATA MALLELA, M.D., INC. DEFINED BENEFIT PLAN

$1.2M · 3 participants

PAPPAS HEALTH, LLC