Original filing (PDF)20250430133640NAL0002913232001

SAMBIT GUPTA

Name: SAMBIT GUPTA — SELF EMPLOYMENT 401 K PLAN, Form 5500 (2024)
Creator: SAMBIT GUPTA

Form 5500-SF

FILING_RECEIVED

SELF EMPLOYMENT 401 K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 SAMBIT GUPTA.

Plan sponsor

Name

SAMBIT GUPTA

DBA

INTEGRATED WELLBEING PA

EIN

94-3461228

Address

12603 OLD WICK RD · SAN ANTONIO, TX · 782301937

Phone

(210) 859-3250

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

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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