Original filing (PDF)20250828122807NAL0010459089001

SUJATA S. BALULAD, MD, PA

Name: SUJATA S. BALULAD, MD, PA — SUJATA S. BALULAD, MD, PA CASH BALANCE PLAN, Form 5500 (2024)
Creator: SUJATA S. BALULAD, MD, PA

Form 5500-SF

FILING_RECEIVED

SUJATA S. BALULAD, MD, PA CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$114K

Net assets (EOY)

$114K

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

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

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 SUJATA S. BALULAD, MD, PA.

Plan sponsor

Name

SUJATA S. BALULAD, MD, PA

EIN

83-2146795all filings

Address

1095 HIGHWAY A1A, UNIT #2201 · SATELLITE BEACH, FL · 32937

Phone

(352) 478-0010

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-28

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

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

Related plans

Similar-size Offices of Physicians plans

ORTHOBR LLC

ORTHOBR, LLC 401(K) PROFIT SHARING PLAN

$114K · 4 participants

VITALS FAMILY MEDICINE PLLC

VITALS FAMILY MEDICINE PLLC RETIREMENT PLAN

$114K · 4 participants

MICHAEL GOLDEN MD PLLC

$114K · 3 participants

NAPLES HEALTH & WELLNESS LLC

$114K · 2 participants

SHARON E. RUCH, M.D., PLLC

SHARON E RUCH, M.D., PLLC SOLO(K) PLAN

$114K · 2 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.