Original filing (PDF)20251013140826NAL0000691587001

HIMANSHU PATEL PHYSICIAN, PLLC

Name: HIMANSHU PATEL PHYSICIAN, PLLC — HIMANSHU PATEL, M.D. PROFIT SHARING PENSION PLAN, Form 5500 (2024)
Creator: HIMANSHU PATEL PHYSICIAN, PLLC

Form 5500-SF

FILING_RECEIVED

HIMANSHU PATEL, M.D. PROFIT SHARING PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 HIMANSHU PATEL PHYSICIAN, PLLC.

Plan sponsor

Name

HIMANSHU PATEL PHYSICIAN, PLLC

EIN

27-0267822

Address

40 WOODCREST DRIVE · SYOSSET, NY · 11791

Phone

(718) 821-9262

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2D · Offset of another plan

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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