Original filing (PDF)20251008133626NAL0009508992001

DR. SAURABH N. PATEL, MD

Name: DR. SAURABH N. PATEL, MD — DR. SAURABH N. PATEL, MD 401(K) PLAN, Form 5500 (2024)
Creator: DR. SAURABH N. PATEL, MD

Form 5500-SF

FILING_RECEIVED

DR. SAURABH N. PATEL, MD 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$817K

Net assets (EOY)

$817K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR. SAURABH N. PATEL, MD.

Plan sponsor

Name

DR. SAURABH N. PATEL, MD

EIN

20-4542348

Address

27160 BAY LANDING DR SUITE 100 · BONITA SPRINGS, FL · 341354301

Phone

(239) 390-3339

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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 All Other Professional Services plans

RLA, CPAS & BUSINESS ADVISORS, LLC

RLA CPAS & BUSINESS ADVISORS, LLC 401(K) PLAN

$817K · 6 participants

SAGAMORE SALES AND MARKETING, INC.

SAGAMORE SALES AND MARKETING, INC. 401(K) RETIREMENT PLAN

$817K · 38 participants

BUILDERS FENCE COMPANY

BUILDERS FENCE COMPANY INC 401(K) PROFIT SHARING PLAN AND T

$817K · 15 participants

AAA BONDING AGENCY INC

AAA BONDING AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST

$817K · 18 participants

THE LINDSLEY GROUP