Original filing (PDF)20241120111747NAL0002010131001

Patel Wealth Partners, LLC

Name: Patel Wealth Partners, LLC — Patel Wealth Partners, Form 5500 (2022)
Creator: Patel Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patel Wealth Partners, LLC 401(k) Plan

401(k) retirement plan · Patel Wealth Partners, LLC's Patel Wealth Partners, LLC 401(k) Plan filed a Form 5500 for plan year 2022.

Signals · 1

Late filing · 12.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Jason Patel signed Patel Wealth Partners, LLC's 2022 Form 5500 as plan administrator.

Jason 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

Patel Wealth Partners, LLC's EIN is 45-2598298.

EIN 45-2598298

Plan number 001

Plan year 2022

ACK ID 20241120111747NAL0002010131001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Patel Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Patel Wealth Partners, LLC'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 PATEL WEALTH PARTNERS, LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off