How big is J.R.Patel, D.M.D., P.C.'s plan?

J.R.Patel, D.M.D., P.C.'s plan reported $2.4M in assets and 33 participants for 2024.

Original filing (PDF)20250501121210NAL0002019875001

J.R.Patel, D.M.D., P.C.

Name: J.R.Patel, D.M.D., P.C. — J.R. Patel, D.M.D., P.C., Form 5500 (2024)
Creator: J.R.Patel, D.M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J.R. Patel, D.M.D., P.C. 401(k) Plan

401(k) retirement plan · J.R.Patel, D.M.D., P.C.'s J.R. Patel, D.M.D., P.C. 401(k) Plan held $2.4M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Lynnell Martin signed J.R.Patel, D.M.D., P.C.'s 2024 Form 5500 as plan administrator.

Lynnell Martin — 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

J.R.Patel, D.M.D., P.C.'s EIN is 30-0410192.

EIN 30-0410192

Plan number 001

Plan year 2024

ACK ID 20250501121210NAL0002019875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J.R.Patel, D.M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J.R.Patel, D.M.D., P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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