Original filing (PDF)20250608213057NAL0022948464001

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

Name: J.R.PATEL, D.M.D., P.C. — J.R. PATEL, DMD, P.C. CASH BALANCE PLAN, Form 5500 (2024)
Creator: J.R.PATEL, D.M.D., P.C.

Form 5500-SF

FILING_RECEIVED

J.R. PATEL, DMD, P.C. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$902K

Net assets (EOY)

$902K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J.R.PATEL, D.M.D., P.C..

Plan sponsor

Name

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

EIN

30-0410192all filings

Address

14483 CEDAR LEDGE LANE · CONROE, TX · 77302

Phone

(847) 426-9430

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

SAVANT CAPITAL, LLC

EIN

45-3812777

City

ROCKFORD, IL

Phone

(844) 472-8268

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-08

Pension benefit codes

1C · Cash balance or similar hybrid DB

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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