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Sponsor portfolio

PURUSHOTHAM AND AKTHER J KOTHA, M.D., INC.

EIN 33-0693304-medical practice-Latest filing 2025
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
39
8860 CENTER DRIVE, SUITE 400 - LA MESA, CA 91942619-229-1995LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001TraditionalDB-$5.6M - 17 part#002ProfitSharing-$1.8M - 22 part

Retirement portfolio analytics

2 plans aggregated / $7.4M assets / 39 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • DEFINED BENEFIT PENSION (#001)75%
  • SHARING 401K PLAN (#002)25%
Total $7.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING 401K PLAN (#002)22
  • DEFINED BENEFIT PENSION (#001)17
Total 39Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PURUSHOTHAM AND AKTHER J KOTHA, M.D., INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$5.6M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PURUSHOTHAM & AKTHER J KOTHA MD, INC. PROFIT SHARING 401K PLAN

ProfitSharing

Assets$1.8M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PURUSHOTHAM AND AKTHER J KOTHA, M.D., INC. DEFINED BENEFIT PENSION PLANTraditionalDB$5.6M172024
002PURUSHOTHAM & AKTHER J KOTHA MD, INC. PROFIT SHARING 401K PLANProfitSharing$1.8M222025
Retirement plans
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