Original filing (PDF)20250711181032NAL0010672592001

HITESH C PATEL, M.D. A.P.C.

Name: HITESH C PATEL, M.D. A.P.C. — HITESH C PATEL DB PLAN, Form 5500 (2024)
Creator: HITESH C PATEL, M.D. A.P.C.

Form 5500-SF

FILING_RECEIVED

HITESH C PATEL DB PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HITESH C PATEL, M.D. A.P.C..

Plan sponsor

Name

HITESH C PATEL, M.D. A.P.C.

EIN

46-4414103

Address

557 S PERALTA HILLS DR · ANAHEIM, CA · 92807

Phone

(714) 974-9609

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-11

Pension benefit codes

1I · Frozen plan — no new benefit accrual

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

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