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

Yogendra Patel, MD, Inc.'s plan reported $3.5M in assets and 1 participants for 2023.

Original filing (PDF)20250410170841NAL0011937059001

Yogendra Patel, MD, Inc.

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

Form 5500-SF

FILING_RECEIVED

Yogendra B. Patel, MD, Inc. Cash Balance Plan

Defined-benefit pension plan · Yogendra Patel, MD, Inc.'s Yogendra B. Patel, MD, Inc. Cash Balance Plan held $3.5M in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

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

EIN 33-0115950

Plan number 003

Plan year 2023

ACK ID 20250410170841NAL0011937059001

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 a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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