How big is Kinnery Patel, DDS Ltd.'s plan?

Kinnery Patel, DDS Ltd.'s plan reported $4.1M in assets and 14 participants for 2025.

Original filing (PDF)20260309103838NAL0002580834001

Kinnery Patel, DDS Ltd.

Name: Kinnery Patel, DDS Ltd. — Kinnery Patel, DDS Ltd., Form 5500 (2025)
Creator: Kinnery Patel, DDS Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kinnery Patel, DDS Ltd. 401(k) Plan

401(k) retirement plan · Kinnery Patel, DDS Ltd.'s Kinnery Patel, DDS Ltd. 401(k) Plan held $4.1M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

William Simon signed Kinnery Patel, DDS Ltd.'s 2025 Form 5500 as plan administrator.

William Simon — 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

Kinnery Patel, DDS Ltd.'s EIN is 36-3545332.

EIN 36-3545332

Plan number 001

Plan year 2025

ACK ID 20260309103838NAL0002580834001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kinnery Patel, DDS Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kinnery Patel, DDS Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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