Original filing (PDF)20241123053204NAL0002573473001

ASHA KOHLI, M.D., P.A.

Name: ASHA KOHLI, M.D., P.A. — ASHA KOHLI, M.D., P.A. CASH BALANCE RETIREMENT PLAN, Form 5500 (2023)
Creator: ASHA KOHLI, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

ASHA KOHLI, M.D., P.A. CASH BALANCE RETIREMENT PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 0.2 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 0.2 months past the 10.5-month grace window.

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 ASHA KOHLI, M.D., P.A..

Plan sponsor

Name

ASHA KOHLI, M.D., P.A.

EIN

76-0590244all filings

Address

4626 RIVERSTONE BLVD. · MISSOURI CITY, TX · 77459

Phone

(281) 403-6218

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-11-23

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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