How big is Dr. Kawaljit K. Bhatia's plan?

Dr. Kawaljit K. Bhatia's plan reported $376K in assets and 2 participants for 2024.

Original filing (PDF)20250917065040NAL0000213041001

Dr. Kawaljit K. Bhatia

Name: Dr. Kawaljit K. Bhatia — Dr. Kawaljit K. Bhatia, Form 5500 (2024)
Creator: Dr. Kawaljit K. Bhatia
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Kawaljit K. Bhatia 401-K 401-K Plan

401(k) retirement plan · Dr. Kawaljit K. Bhatia's Dr. Kawaljit K. Bhatia 401-K 401-K Plan held $376K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$376K

Net assets (EOY)

$376K

Plan identifiers

Dr. Kawaljit K. Bhatia's EIN is 77-0118121.

EIN 77-0118121

Plan number 003

Plan year 2024

ACK ID 20250917065040NAL0000213041001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. Kawaljit K. Bhatia from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. Kawaljit K. Bhatia's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. KAWALJIT K. BHATIA.

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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 (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

DR. KAWALJIT K. BHATIA

EIN

all filings

Address

9460 N NAME UNO STE 135 · STE 135 · GILROY, CA · 950203532

Phone

(408) 848-5522

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator