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Original filing (PDF)20250825085851NAL0007690689001

TAPOSH CHATTERJEE, MD, A PROFESSIONAL CORP.

Form 5500-SF
FILING_RECEIVED
TAPOSH CHATTERJEE, MD, A PROFESSIONAL CORP. RETIREMENT PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAPOSH CHATTERJEE, MD, A PROFESSIONAL CORP..
Plan sponsor
Name
TAPOSH CHATTERJEE, MD, A PROFESSIONAL CORP.
EIN
77-0605225
Address
614 SOUTH OLD RANCH ROAD · ARCADIA, CA · 91007
Phone
(626) 447-7782
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-08-25
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
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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