How big is Neal Patel's plan?

Neal Patel's plan reported $566K in assets and 7 participants for 2024.

Original filing (PDF)20250825134004NAL0003940915001

Neal Patel

Name: Neal Patel — Neal Patel 401(k) Profit Sharing Plan &, Form 5500 (2024)
Creator: Neal Patel
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Neal Patel 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Neal Patel's Neal Patel 401(k) Profit Sharing Plan & Trust held $566K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$566K

Net assets (EOY)

$566K

People on this filing

Neal Patel signed Neal Patel's 2024 Form 5500 as plan administrator.

Neal 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

Neal Patel's EIN is 41-2066643.

EIN 41-2066643

Plan number 001

Plan year 2024

ACK ID 20250825134004NAL0003940915001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Neal Patel from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Neal Patel'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 NEAL 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off