Original filing (PDF)20251015151449NAL0002528403001

PATEL & CO., INC. CPA

Name: PATEL & CO., INC. CPA — PATEL & CO., INC. CPA DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: PATEL & CO., INC. CPA

Form 5500-SF

FILING_RECEIVED

PATEL & CO., INC. CPA DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 PATEL & CO., INC. CPA.

Plan sponsor

Name

PATEL & CO., INC. CPA

EIN

26-4528599

Address

12530 HESPERIA ROAD, SUITE 219 · VICTORVILLE, CA · 92395

Phone

(760) 780-0101

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

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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