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

J.R.Patel, D.M.D., P.C.'s plan reported $902K in assets and 31 participants for 2024.

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, 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, DMD, P.C. Cash Balance Plan

Defined-benefit pension plan · J.R.Patel, D.M.D., P.C.'s J.R. Patel, DMD, P.C. Cash Balance Plan held $902K in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$902K

Net assets (EOY)

$902K

People on this filing

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

Jabal 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

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

EIN 30-0410192

Plan number 002

Plan year 2024

ACK ID 20250608213057NAL0022948464001

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 a cash-balance formula.

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..

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