Original filing (PDF)20250708142726NAL0004064913001

PS PATEL PROFESSIONAL DENTAL CORPORATION

Name: PS PATEL PROFESSIONAL DENTAL CORPORATION — DR. PS PATEL PROFESSIONAL DENTAL CORP PENSION PLAN AND TRUST, Form 5500 (2023)
Creator: PS PATEL PROFESSIONAL DENTAL CORPORATION

Form 5500-SF

FILING_RECEIVED

DR. PS PATEL PROFESSIONAL DENTAL CORP PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 PS PATEL PROFESSIONAL DENTAL CORPORATION.

Plan sponsor

Name

PS PATEL PROFESSIONAL DENTAL CORPORATION

EIN

51-0441312

Address

1136 CANYON DRIVE · UPLAND, CA · 91784

Phone

(909) 945-0024

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-08

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Welfare benefit codes

4B · Life Insurance

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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