How big is Yogendra Patel, MD, Inc.'s plan?

Yogendra Patel, MD, Inc.'s plan reported $2.3M in assets and 1 participants for 2023.

Original filing (PDF)20250410170943NAL0041538722001

Yogendra Patel, MD, Inc.

Name: Yogendra Patel, MD, Inc. — Yogendra Patel, MD, Inc., Form 5500 (2023)
Creator: Yogendra Patel, MD, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Yogendra Patel, MD, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Yogendra Patel, MD, Inc.'s Yogendra Patel, MD, Inc. 401(k) Profit Sharing Plan held $2.3M in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Yogendra Patel, MD, Inc.'s EIN is 33-0115950.

EIN 33-0115950

Plan number 001

Plan year 2023

ACK ID 20250410170943NAL0041538722001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Yogendra Patel, MD, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Yogendra Patel, MD, Inc.'s plan includes profit-sharing, a 401(k) feature.

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

YOGENDRA PATEL, MD, INC.

EIN

all filings

Address

6901 ROYAL HUNT RIDGE DR. · RIVERSIDE, CA · 92506

Phone

(951) 789-8885

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator