Urvashi Sura, M.D., Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Urvashi Sura, M.D., Inc. (EIN 02-0675744) is a plan sponsor located in Rancho Cucamonga, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
02-0675744
Location
Rancho Cucamonga, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Urvashi Sura, M.D., Inc.

  • 2 loaded plans hold $2.4M in reported assets.
  • The largest, Urvashi Sura, M.D., Inc. Retirement Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 10 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.4MSummed across loaded plans$2,351,665
Total reported assets$2.4M$2,351,665
Total reported participants10
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.4M total assets
Net assets$2.4MLiabilities$0
Contributions & income
Employer contributions$87.7K
Participant contributions$60K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.8M
Net increase / (decrease)-$1.7M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Urvashi Sura, M.D., Inc. Retirement Plan And Trust
Participants per plan5Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 6 participants · 2023
  2. 2
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Urvashi Sura, M.D., Inc.. Open one for its full reported snapshot.

  1. 2023
    Urvashi Sura, M.D., Inc. Retirement Plan And Trust6 participants · 2Sch I
    View filing →
  2. 2023
    Urvashi Sura, M.D., Inc. Defined Benefit Pension Plan And Trust4 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Urvashi Sura, M.D., Inc. report on Form 5500?
Urvashi Sura, M.D., Inc. (EIN 02-0675744) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Urvashi Sura, M.D., Inc.?
The Employer Identification Number (EIN) reported for Urvashi Sura, M.D., Inc. is 02-0675744.
What is the latest Form 5500 filing year for Urvashi Sura, M.D., Inc.?
The latest loaded Form 5500 filing year for Urvashi Sura, M.D., Inc. is 2023.

Related Form 5500 pages