How big is Surendher Lokareddy, M.D., P.C.'s plan?

Surendher Lokareddy, M.D., P.C.'s plan reported $8.1M in assets and 8 participants for 2023.

Original filing (PDF)20250818140609NAL0002658418001

Surendher Lokareddy, M.D., P.C.

Name: Surendher Lokareddy, M.D., P.C. — Surendher Lokaredd, Form 5500 (2023)
Creator: Surendher Lokareddy, M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surendher Lokareddy, M.D., P.C. Pension Plan

401(k) retirement plan · Surendher Lokareddy, M.D., P.C.'s Surendher Lokareddy, M.D., P.C. Pension Plan held $8.1M in plan assets for 8 participants in 2023.

Signals · 2

Late filing · 0.1 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

People on this filing

Surendher Lokareddy signed Surendher Lokareddy, M.D., P.C.'s 2023 Form 5500 as plan administrator.

Surendher Lokareddy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Surendher Lokareddy, M.D., P.C.'s EIN is 86-0793520.

EIN 86-0793520

Plan number 001

Plan year 2023

ACK ID 20250818140609NAL0002658418001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Surendher Lokareddy, M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Surendher Lokareddy, M.D., P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Vendor & structure

100

Knocking points off

Filed 0.1 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

SURENDHER LOKAREDDY, M.D., P.C.

EIN

all filings

Address

1945 WEST 24TH STREET · YUMA, AZ · 853646205

Phone

(928) 341-4650

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator