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Original filing (PDF)20260108154623NAL0016939314001

ASHVIN K. SHAH. M.D., P.C.

Form 5500-SF
FILING_RECEIVED
ASHVIN K. SHAH, M.D., P.C. DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
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 ASHVIN K. SHAH. M.D., P.C..
Plan sponsor
Name
ASHVIN K. SHAH. M.D., P.C.
EIN
86-0486687
Address
2110 W. 24TH STREET · YUMA, AZ · 85364
Phone
(928) 503-2578
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-01-08
Pension benefit codes
1A · Pay-related DB formula
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

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