How big is Patel & Co., Inc. CPA's plan?

Patel & Co., Inc. CPA's plan reported $2.1M in assets and 6 participants for 2024.

Original filing (PDF)20251015151449NAL0002528403001

Patel & Co., Inc. CPA

Name: Patel & Co., Inc. CPA — Patel & Co., Inc. CPA, Form 5500 (2024)
Creator: Patel & Co., Inc. CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patel & Co., Inc. CPA Defined Benefit Pension Plan

Defined-benefit pension plan · Patel & Co., Inc. CPA's Patel & Co., Inc. CPA Defined Benefit Pension Plan held $2.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Patel & Co., Inc. CPA's EIN is 26-4528599.

EIN 26-4528599

Plan number 003

Plan year 2024

ACK ID 20251015151449NAL0002528403001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patel & Co., Inc. CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patel & Co., Inc. CPA's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score