How big is Sarju Patel DDS Inc.'s plan?

Sarju Patel DDS Inc.'s plan reported $21K in assets and 3 participants for 2024.

Original filing (PDF)20250720130422NAL0000458016001

Sarju Patel DDS Inc.

Name: Sarju Patel DDS Inc. — Sarju Patel, D.D.S., Inc., Form 5500 (2024)
Creator: Sarju Patel DDS Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sarju Patel, D.D.S., Inc. 401(k)

401(k) retirement plan · Sarju Patel DDS Inc.'s Sarju Patel, D.D.S., Inc. 401(k) held $21K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21K

Net assets (EOY)

$21K

People on this filing

Shirley Horner signed Sarju Patel DDS Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sarju Patel DDS Inc.'s EIN is 26-0057712.

EIN 26-0057712

Plan number 001

Plan year 2024

ACK ID 20250720130422NAL0000458016001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sarju Patel DDS Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SARJU PATEL DDS INC.

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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