How big is Sagar Y. Patel, M.D., LLC's plan?

Sagar Y. Patel, M.D., LLC's plan reported $464K in assets and 4 participants for 2024.

Original filing (PDF)20250602074314NAL0006627075001

Sagar Y. Patel, M.D., LLC

Name: Sagar Y. Patel, M.D., LLC — Sagar Y. Patel, M.D., Form 5500 (2024)
Creator: Sagar Y. Patel, M.D., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sagar Y. Patel, M.D., LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Sagar Y. Patel, M.D., LLC's Sagar Y. Patel, M.D., LLC 401(k) Profit Sharing Plan held $464K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$464K

Net assets (EOY)

$464K

Plan identifiers

Sagar Y. Patel, M.D., LLC's EIN is 45-2031407.

EIN 45-2031407

Plan number 001

Plan year 2024

ACK ID 20250602074314NAL0006627075001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sagar Y. Patel, M.D., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sagar Y. Patel, M.D., LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAGAR Y. PATEL, M.D., LLC.

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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