How big is Umakant K Patel's plan?

Umakant K Patel's plan reported $2.8M in assets for 2022.

Original filing (PDF)20230629144936NAL0004568723001

Umakant K Patel

Name: Umakant K Patel — Umakant K Patel, Retirement Plan, Form 5500 (2022)
Creator: Umakant K Patel
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Umakant K Patel, Retirement Plan

Defined-contribution retirement plan · Umakant K Patel's Umakant K Patel, Retirement Plan reported $2.8M in plan assets in 2022.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Umakant Patel signed Umakant K Patel's 2022 Form 5500 as plan administrator.

Umakant 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

Umakant K Patel's EIN is 31-1219310.

EIN 31-1219310

Plan number 001

Plan year 2022

ACK ID 20230629144936NAL0004568723001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Umakant K Patel from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Umakant K Patel's plan includes a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UMAKANT K PATEL.

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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 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