Original filing (PDF)20230629144936NAL0004568723001

UMAKANT K PATEL

Name: UMAKANT K PATEL — UMAKANT K PATEL, RETIREMENT PLAN, Form 5500 (2022)
Creator: UMAKANT K PATEL

Form 5500-SF

FILING_RECEIVED

UMAKANT K PATEL, RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 UMAKANT K PATEL.

Plan sponsor

Name

UMAKANT K PATEL

DBA

UMAKANT K PATEL,MD

EIN

31-1219310

Address

7021 BEECH HOLLOW DR · CINCINNATI, OH · 452361470

Phone

(513) 403-7214

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-29

Pension benefit codes

2R · Participant-directed brokerage (SDBA)

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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