Original filing (PDF)20251008182201NAL0003197587001

NANDINI VERMA, M.D.

Name: NANDINI VERMA, M.D. — NANDINI VERMA, M.D. CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: NANDINI VERMA, M.D.

Form 5500-SF

FILING_RECEIVED

NANDINI VERMA, M.D. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 NANDINI VERMA, M.D..

Plan sponsor

Name

NANDINI VERMA, M.D.

EIN

95-4194903

Address

1260 15TH STREET · SUITE 400 · SANTA MONICA, CA · 90404

Phone

(310) 828-1000

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

LIBERTY PRIMARY CARE, LLC

LIBERTY PRIMARY CARE, LLC 401(K) SAFE HARBOR PROFIT SHARING PLAN

$1.7M · 4 participants

JULIA ANNE TATUM HUNTER, M.D., INC.

JAT HUNTER, M.D., INC. 401(K)

$1.7M · 1 participants

ZULEIKA GHODSI, MD, PC

ZULEIKA GHODSI, MD PC 401(K) PLAN

$1.7M · 15 participants

DIAGNOSTIC HEART CENTER

DIAGNOSTIC HEART CENTER EMPLOYEES PROFIT SHARING TRUST

$1.7M · 5 participants

DAVID FELKER, MD, PA

DAVID FELKER, MD, PA 401(K) SAFE HARBOR PLAN