How big is Patel & Patel MD Inc.'s plan?

Patel & Patel MD Inc.'s plan reported $4.8M in assets and 13 participants for 2025.

Original filing (PDF)20260422084509NAL0001855619001

Patel & Patel MD Inc.

Name: Patel & Patel MD Inc. — Patel & Patel 401(k) Plan, Form 5500 (2025)
Creator: Patel & Patel MD Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patel & Patel 401(k) Plan

401(k) retirement plan · Patel & Patel MD Inc.'s Patel & Patel 401(k) Plan held $4.8M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan identifiers

Patel & Patel MD Inc.'s EIN is 20-3485728.

EIN 20-3485728

Plan number 002

Plan year 2025

ACK ID 20260422084509NAL0001855619001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Patel & Patel MD Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Patel & Patel MD Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (88th percentile).

Plan sponsor

Name

PATEL & PATEL MD INC

EIN

all filings

Address

401 DIVISION ST · SUITE 306 · SO CHARLESTON, WV · 25309

Phone

(304) 766-4300

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator