Original filing (PDF)20250202195010NAL0011262850001

BHAGWAT PATEL, M.D., P.A.

Name: BHAGWAT PATEL, M.D., P.A. — BHAGWAT PATEL, M.D., P.A. 401(K) PLAN, Form 5500 (2024)
Creator: BHAGWAT PATEL, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

BHAGWAT PATEL, M.D., P.A. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$356K

Net assets (EOY)

$356K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BHAGWAT PATEL, M.D., P.A..

Plan sponsor

Name

BHAGWAT PATEL, M.D., P.A.

EIN

04-3791254all filings

Address

1250 CREEKWAY DR., STE. 100 · SUGAR LAND, TX · 77478

Phone

(281) 494-1420

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

SHEILA DEBNATH, M.D., INC.

SHEILA DEBNATH, M. D. , INC. EMPLOYEES' RETIREMENT

$356K · 1 participants

SOUTH PALM ORTHOSPINE INSTITUTE LLC

SOUTH PALM ORTHOSPINE INSTITUTE LLC 401(K) PLAN

$355K · 3 participants

DANIEL M. VILLAROSA, M.D., P.C.

DANIEL M. VILLAROSA, M.D., P.C., 401(K) PROFIT SHARING PLAN

$355K · 6 participants

HAWTHORNE PEDIATRICS LLC

HAWTHORNE PEDIATRICS LLC 401(K) PROFIT SHARING PLAN & TRUST

$356K · 13 participants

EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.