Sohan L. Dua M.D., Inc. Kiran Dua M.D., Asp Defined Benefit Pension Plan — Form 5500 plan (Sohan L. Dua, M.D., F.A.C.P., A Medical Corporation)

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, Sohan L. Dua M.D., Inc. Kiran Dua M.D., Asp Defined Benefit Pension Plan is a benefit plan reported by Sohan L. Dua, M.D., F.A.C.P., A Medical Corporation under EIN 95-3198717 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $4,527,366 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.5MPlan net assets, end of year$4,527,366
Participants11Covered participants reported
Assets / participant$411.6KComputed: assets ÷ participants$411,579 (computed)
Provider compensationNone reported
Plan sponsor
Sohan L. Dua, M.D., F.A.C.P., A Medical Corporation
EIN
95-3198717
Plan number
001
Plan type
2
Location
Northridge, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311I20241015182123NAL0017034915001
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)$4.5M total assets
Net assets$4.5MLiabilities
Money in vs. money out
Total income / additions$761.6K
Total expenses$256.8K
Benefits paid / distributions$254.3K
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$4,527,366
Net assets (EOY)
$4,527,366
Net assets (BOY)
$4,022,580

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$761,613

Expenses & distributions

Benefits paid
$254,350
Administrative expenses
$0
Total expenses
$256,827
Net increase / (decrease)
$504,786
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 assets6%Computed ratio
Benefits paid ÷ total income33%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages