Dr. Ravi Gupta, Inc. Pension Plan — Form 5500 plan (Dr. Ravi Gupta, Inc.)

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, Dr. Ravi Gupta, Inc. Pension Plan is a benefit plan reported by Dr. Ravi Gupta, Inc. under EIN 95-4496740 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $2,559,957 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.6MPlan net assets, end of year$2,559,957
Participants6Covered participants reported
Assets / participant$426.7KComputed: assets ÷ participants$426,660 (computed)
Provider compensationNone reported
Plan sponsor
Dr. Ravi Gupta, Inc.
EIN
95-4496740
Plan number
001
Plan type
2
Location
Northridge, CA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    6 participants · 2Sch I
    View filing →
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)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$408.8K
Total expenses$221.9K
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$2,559,957
Total liabilities (EOY)
$0
Net assets (EOY)
$2,559,957
Net assets (BOY)
$2,373,026

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$408,845

Expenses & distributions

Benefits paid
$0
Administrative expenses
$221,914
Total expenses
$221,914
Net increase / (decrease)
$186,931
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 assets9%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

Related Form 5500 pages