· 2022–2024 · DOL EFAST2

Shridhar Kotta, M.D., P.A. — Shridhar Kotta, M.D., Form 5500 (2025)

Original filing (PDF)20260630153739NAL0022251826001

Shridhar Kotta, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

Shridhar Kotta, M.D., P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · Shridhar Kotta, M.D., P.A.'s Shridhar Kotta, M.D., P.A. 401(k) Profit Sharing Plan held $2.1M in plan assets for 22 participants in 2025.

Active participants

22

Accounts w/ balance

30

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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

62

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHRIDHAR KOTTA, M.D., P.A..

Plan sponsor

Name

SHRIDHAR KOTTA, M.D., P.A.

EIN

80-0426858all filings

Address

3002 INDIAN WELLS DR. · HARLINGEN, TX · 78550

Phone

(956) 793-5846

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

Related plans

Similar-size Offices of Physicians plans

Rutzen Eye Specialists, LLC

Rutzen Eye Specialists, LLC 401(k) Plan

$2.1M · 15 participants

St. Lucie Eye Associates, PA

St. Lucie Eye Associates, P.A. 401(k) Profit Sharing Plan

$2.1M · 44 participants

Washington Area Plastic Surgery Associates, PLLC

Washington Area Plastic Surgery Associates, PLLC Profit Sharing Plan

$2.1M · 1 participants

Rejuvena Clinic, P.C.

Rejuvena Clinic, P.C. 401(k) Profit Sharing Plan

$2.1M · 4 participants

Neurology Associates of Santa Barbara

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.