Original filing (PDF)20250808080642NAL0002518035001

THAKKAR PATEL & AVALOS MD'S LLC

Name: THAKKAR PATEL & AVALOS MD'S LLC — THAKKAR, PATEL & AVALOS MD'S LLC PENSION PLAN, Form 5500 (2023)
Creator: THAKKAR PATEL & AVALOS MD'S LLC

Form 5500-SF

FILING_RECEIVED

THAKKAR, PATEL & AVALOS MD'S LLC PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 THAKKAR PATEL & AVALOS MD'S LLC.

Plan sponsor

Name

THAKKAR PATEL & AVALOS MD'S LLC

EIN

20-3329698

Address

1009 SEBRING PARKWAY · SUITE 101 · SEBRING, FL · 33870

Phone

(863) 385-5129

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-08-08

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

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

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