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Original filing (PDF)20250924120306NAL0008614528001
HETAL AMIN-PATEL, D.D.S., P.L.L.C.
Form 5500-SF
FILING_RECEIVED
HETAL AMIN-PATEL, D.D.S. PLLC 401(K) PLAN
Defined-contribution retirement plan
Active participants
11
Accounts w/ balance
10
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HETAL AMIN-PATEL, D.D.S., P.L.L.C..
Plan sponsor
Name
HETAL AMIN-PATEL, D.D.S., P.L.L.C.
EIN
56-2237848
Address
1401 W. INNES STREET · SALISBURY, NC · 28144
Phone
(704) 633-2612
Industry
Offices of Dentists· Health Care & Social Assistancesee 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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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 providersRelated plans
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