Original filing (PDF)20251015065246NAL0002026835001

RAJESH PATEL, M.D.

Name: RAJESH PATEL, M.D. — RAJESH PATEL, M.D. CASH BALANCE PLAN, Form 5500 (2024)
Creator: RAJESH PATEL, M.D.

Form 5500-SF

FILING_RECEIVED

RAJESH PATEL, M.D. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RAJESH PATEL, M.D..

Plan sponsor

Name

RAJESH PATEL, M.D.

EIN

11-2825687

Address

266 PARK AVENUE · WILLISTON PARK, NY · 11596

Phone

(718) 367-3930

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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