Original filing (PDF)20241015153601NAL0050222048001

THOMAS A. KULA, JR., M.D., A P.C.

Name: THOMAS A. KULA, JR., M.D., A P.C. — THOMAS A. KULA, JR., M.D., APC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: THOMAS A. KULA, JR., M.D., A P.C.

Form 5500-SF

FILING_RECEIVED

THOMAS A. KULA, JR., M.D., APC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS A. KULA, JR., M.D., A P.C..

Plan sponsor

Name

THOMAS A. KULA, JR., M.D., A P.C.

EIN

94-2778946

Address

777 KNOWLES DR STE 2 · LOS GATOS, CA · 950321551

Phone

(408) 378-7240

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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