· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
YOGENDRA PATEL, MD, INC. — YOGENDRA B. PATEL, MD, INC. CASH BALANCE PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250410170841NAL0011937059001
YOGENDRA PATEL, MD, INC.
Form 5500-SF
FILING_RECEIVED
YOGENDRA B. PATEL, MD, INC. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
YOGENDRA PATEL, MD, INC.
.
Find decision makers
Plan sponsor
Name
YOGENDRA PATEL, MD, INC.
EIN
33-0115950
Address
6901 ROYAL HUNT RIDGE DR. · RIVERSIDE, CA · 92506
Phone
(951) 789-8885
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-10
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
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
Related plans
Similar-size Offices of Physicians plans
PRECISION ANESTHESIA, LLC
PRECISION ANESTHESIA, LLC 401(K) SAVINGS PLAN
$3.5M · 5 participants
COURI CENTER FOR GYNECOLOGY AND INTEGRATIVE WOMENS HEALTH, S.C.
COURI CENTER FOR GYNECOLOGY AND INTEGRATIVE WOMEN'S HEALTH, S.C. 401(K) PLAN
$3.5M · 30 participants
WALL HEALTHCARE, INC.
TAMPA BAY ORTHOPAEDIC & SPINE LLC CASH BALANCE PLAN
$3.5M · 1 participants
THE PEDIATRIC CENTER PLLC
THE PEDIATRIC CENTER PLLC 401(K) PROFIT SHARING PLAN & TRUST
$3.5M · 14 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
CENTER FOR KIDNEY DISEASE
CENTER FOR KIDNEY DISEASE & 401K PSP & TRUST
$3.5M · 8 participants
DRS. MININBERG & FECHTER, P.A.
DRS. MININBERG & FECHTER, PA 401(K) PLAN
$3.5M · 17 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
