How big is Kamlesh D Patel CPA, LLC's plan?

Kamlesh D Patel CPA, LLC's plan reported $1.0M in assets and 1 participants for 2024.

Original filing (PDF)20250924153015NAL0009397459001

Kamlesh D Patel CPA, LLC

Name: Kamlesh D Patel CPA, LLC — Kamlesh D Patel CPA, LLC, Form 5500 (2024)
Creator: Kamlesh D Patel CPA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kamlesh D Patel CPA, LLC 401(k) P/S Plan

401(k) retirement plan · Kamlesh D Patel CPA, LLC's Kamlesh D Patel CPA, LLC 401(k) P/S Plan held $1.0M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Kamlesh D Patel signed Kamlesh D Patel CPA, LLC's 2024 Form 5500 as plan administrator.

Kamlesh D Patel — 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

Kamlesh D Patel CPA, LLC's EIN is 26-4606738.

EIN 26-4606738

Plan number 001

Plan year 2024

ACK ID 20250924153015NAL0009397459001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kamlesh D Patel CPA, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

KAMLESH D PATEL CPA, LLC

EIN

all filings

Address

485A US HIGHWAY 1 S STE 250 · ISELIN, NJ · 08830

Phone

(732) 602-0003

Industry

CPA Offices· Professional & Technical Services

Plan administrator