Original filing (PDF)20250617084917NAL0000742835001

KISHOR D. POPAT, M.D., A PROFESSIONAL CORPORATION

Name: KISHOR D. POPAT, M.D., A PROFESSIONAL CORPORATION — KISHOR D. POPAT, M.D., A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KISHOR D. POPAT, M.D., A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

KISHOR D. POPAT, M.D., A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 KISHOR D. POPAT, M.D., A PROFESSIONAL CORPORATION.

Plan sponsor

Name

KISHOR D. POPAT, M.D., A PROFESSIONAL CORPORATION

EIN

77-0478858

Address

1505 S. SHEPARD DRIVE SUITE 203 · SANTA MARIA, CA · 93454

Phone

(805) 720-4117

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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