How big is Kalpesh Patel, M.D.Inc.'s plan?

Kalpesh Patel, M.D.Inc.'s plan reported $66K in assets and 3 participants for 2024.

Original filing (PDF)20251010111933NAL0007593169001

Kalpesh Patel, M.D.Inc.

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

Form 5500-SF

FILING_RECEIVED

Kalpesh Patel, M.D.Inc. 401(k) Plan

Defined-contribution retirement plan · Kalpesh Patel, M.D.Inc.'s Kalpesh Patel, M.D.Inc. 401(k) Plan held $66K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

People on this filing

Richard Tatum signed Kalpesh Patel, M.D.Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Kalpesh Patel, M.D.Inc.'s EIN is 47-4485748.

EIN 47-4485748

Plan number 001

Plan year 2024

ACK ID 20251010111933NAL0007593169001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kalpesh Patel, M.D.Inc.'s plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

KALPESH PATEL, M.D.INC

EIN

all filings

Address

20124 PICCADILLY LANE · PORTER RANCH, CA · 91326

Phone

(714) 606-1756

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator