· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SURENDHER LOKAREDDY, M.D., P.C. — SURENDHER LOKAREDDY, M.D., P.C. PENSION PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250818140609NAL0002658418001
SURENDHER LOKAREDDY, M.D., P.C.
Form 5500-SF
FILING_RECEIVED
SURENDHER LOKAREDDY, M.D., P.C. PENSION PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.1 mo
Active participants
8
Accounts w/ balance
13
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SURENDHER LOKAREDDY, M.D., P.C.
.
Find decision makers
Plan sponsor
Name
SURENDHER LOKAREDDY, M.D., P.C.
EIN
86-0793520
Address
1945 WEST 24TH STREET · YUMA, AZ · 853646205
Phone
(928) 341-4650
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-08-18
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
GENERAL SURGERY AND DIAGNOSTICS, P.C.
GENERAL SURGERY & DIAGNOSTICS, P.C. PROFIT SHARING PLAN & TRUST
$8.1M
A. M. RYWLIN, M.D. & ASSOCIATES, P.A.
MOUNT SINAI PATHOLOGY DEPARTMENT 401(K) PLAN
$8.1M · 13 participants
BOWIE INTERNAL MEDICINE ASSOCIATES, P.A.
BOWIE INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN AND TRUST
$8.1M · 15 participants
WOMENS HEALTHCARE AFFILIATES, P
WOMEN'S HEALTHCARE AFFILIATES, P.A. 401(K) PROFIT SHARING PLAN
$8.1M · 32 participants
100
Knocking points off
Filed 0.1 months past the 10.5-month grace window.
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.
GENERAL SURGICAL ASSOCIATES
GENERAL SURGICAL ASSOCIATES PROFIT SHARING PLAN
$8.1M · 23 participants
IRA CHERNOFF AND MARC CHERNOFF, M.D., P.C.
IRA CHERNOFF AND MARC CHERNOFF, M.D., P.C. DEFINED BENEFIT PENSION PLAN
$8.0M · 10 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
