How big is Jayeshkumar I. Patel's plan?

Jayeshkumar I. Patel's plan reported $4.9M in assets and 4 participants for 2024.

Original filing (PDF)20251003141318NAL0001497329001

Jayeshkumar I. Patel

Name: Jayeshkumar I. Patel — Jay Patel CPA CHA Pension, Form 5500 (2024)
Creator: Jayeshkumar I. Patel
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jay Patel CPA CHA Pension Plan

Defined-benefit pension plan · Jayeshkumar I. Patel's Jay Patel CPA CHA Pension Plan held $4.9M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan identifiers

Jayeshkumar I. Patel's EIN is 47-3385437.

EIN 47-3385437

Plan number 001

Plan year 2024

ACK ID 20251003141318NAL0001497329001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jayeshkumar I. Patel's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score