Original filing (PDF)20250808070446NAL0012712306001

THAKKAR PATEL & AVALOS MD'S LLC

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

Form 5500-SF

FILING_RECEIVED

THAKKAR, PATEL & AVALOS MD'S LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$298K

Net assets (EOY)

$298K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with 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