Plan5500

Tarsem L Gupta Md Pc Dba Atlanta Pulmonary Care 401k Profit Sharing Plan — Form 5500 plan (Tarsem L Gupta Md Pc Dba Atlanta Pulmonary Care)

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, Tarsem L Gupta Md Pc Dba Atlanta Pulmonary Care 401k Profit Sharing Plan is a benefit plan reported by Tarsem L Gupta Md Pc Dba Atlanta Pulmonary Care under EIN 58-1948716 and plan number 002. The latest loaded filing year is 2023. The filing reports 7 participants and $3,760,024 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.8MPlan net assets, end of year$3,760,024
Participants7Covered participants reported
Assets / participant$537.1KComputed: assets ÷ participants$537,146 (computed)
Provider compensationNone reported
Plan sponsor
Tarsem L Gupta Md Pc Dba Atlanta Pulmonary Care
EIN
58-1948716
Plan number
002
Plan type
2
Location
Stockbridge, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237I20240306140006NAL0013842051001
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)$3.8M total assets
Net assets$3.8MLiabilities—
Money in vs. money out
Total income / additions$735.4K
Total expenses$22.3K
Benefits paid / distributions$22.3K
Contributions
Employer$10.1K
Participant$57.3K
Full reported line items

Net assets

Total assets (EOY)
$3,760,024
Net assets (EOY)
$3,760,024
Net assets (BOY)
$3,046,939

Income & contributions

Employer contributions
$10,138
Participant contributions
$57,301
Total income / additions
$735,374

Expenses & distributions

Benefits paid
$22,289
Total expenses
$22,289
Net increase / (decrease)
$713,085
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.

Contribution share (employer vs. participant)
Employer 15%Participant 85%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income3%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages