Original filing (PDF)20250918091517NAL0000583251001

GAURANG PATEL, MD, LLC

Name: GAURANG PATEL, MD, LLC — GAURANG PATEL, MD CASH BALANCE PLAN, Form 5500 (2024)
Creator: GAURANG PATEL, MD, LLC

Form 5500-SF

FILING_RECEIVED

GAURANG PATEL, MD CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GAURANG PATEL, MD, LLC.

Plan sponsor

Name

GAURANG PATEL, MD, LLC

EIN

20-2190094

Address

1500 SAINT GEORGES AVENUE · AVENEL, NJ · 07001

Phone

(732) 423-0638

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

2025-09-18

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

ASSOCIATED PLASTIC SURGEONS OF WNY, P.C.

ASSOCIATED PLASTIC SURGEONS OF WNY, P.C. PROFIT SHARING PLAN

$2.7M · 12 participants

HOLDERMANN LLC

HOLDERMANN INC 401(K) PLAN

$2.7M · 7 participants

CHILD CARE CONSULTANTS, INC.

CHILD CARE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

$2.7M · 14 participants

FLORIDA CARDIOLOGY ASSOCIATES LLC

FLORIDA CARDIOLOGY ASSOCIATES CASH BALANCE PENSION PLAN

$2.7M · 11 participants

BENNY J. GUZMAN M.D. CORP.

BENNY J. GUZMAN M.D. CORP PENSION PLAN