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SURENDHER LOKAREDDY, M.D., P.C. — SURENDHER LOKAREDDY, M. D. , P. C. CASH BALANCE PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250818140259NAL0001275185001
SURENDHER LOKAREDDY, M.D., P.C.
Form 5500-SF
FILING_RECEIVED
SURENDHER LOKAREDDY, M. D. , P. C. CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 0.1 mo
Active participants
10
Accounts w/ balance
—
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SURENDHER LOKAREDDY, M.D., P.C.
.
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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
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-08-18
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
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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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.
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