PATEL WEALTH MANAGEMENT, LLC
EIN 68-0630772SCOTTSDALE, AZ
PATEL WEALTH MANAGEMENT, LLC (EIN 68-0630772) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.3M in plan assets and 8 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
8
Total assets
$1.3M
A PATEL WEALTH MANAGEMENT, LLC employee? See the PATEL WEALTH MANAGEMENT, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 68-0630772
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| PATEL WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | 002 | 4 | $919K |
| PATEL WEALTH MANAGEMENT, LLC 401(K) PLAN | 001 | 4 | $392K |
About this EIN
68-0630772 is the Employer Identification Number (EIN) PATEL WEALTH MANAGEMENT, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Arizona EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?