Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. LOPA Y. GUPTA, M.D., PLLC
EIN 30-0335754Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$285K assets
Welfare
0
Participants
5
1230 MAMARONECK AVENUE - WHITE PLAINS, NY 10605914-997-2646
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $285K assets / 5 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
DR. LOPA Y. GUPTA, M.D., PLLC CASH BALANCE PLAN
CashBalance
Assets$248K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DR. LOPA Y. GUPTA, M.D., PLLC INCENTIVE SAVINGS PLAN
401k
Assets$37K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DR. LOPA Y. GUPTA, M.D., PLLC CASH BALANCE PLAN | CashBalance | $248K | 2 | 2024 | |
| 002 | DR. LOPA Y. GUPTA, M.D., PLLC INCENTIVE SAVINGS PLAN | 401k | $37K | 3 | 2024 |
Retirement plans