Jagat B. Satia, M.D., A Medical Corp. Profit Sharing Plan — Form 5500 plan (Jagat B. Satia, M.D., A Medical Corp.)

Plain-English plan 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, Jagat B. Satia, M.D., A Medical Corp. Profit Sharing Plan is a benefit plan reported by Jagat B. Satia, M.D., A Medical Corp. under EIN 94-2400952 and plan number 004. The latest loaded filing year is 2023. The filing reports 6 participants and $10,823,560 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.8MPlan net assets, end of year$10,823,560
Participants6Covered participants reported
Assets / participant$1.8MComputed: assets ÷ participants$1,803,927 (computed)
Provider compensationNone reported
Plan sponsor
Jagat B. Satia, M.D., A Medical Corp.
EIN
94-2400952
Plan number
004
Plan type
2
Location
Los Gatos, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236I20240319121814NAL0001352610001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.8M total assets
Net assets$10.8MLiabilities$0
Money in vs. money out
Total income / additions$535.6K
Total expenses$486.1K
Benefits paid / distributions$486.1K
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$10,823,560
Total liabilities (EOY)
$0
Net assets (EOY)
$10,823,560
Net assets (BOY)
$10,774,042

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$535,591

Expenses & distributions

Benefits paid
$486,073
Administrative expenses
$0
Total expenses
$486,073
Net increase / (decrease)
$49,518
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income91%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages