· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NATU PATEL — NATU M PATELPROFIT SHARING RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250713213317NAL0000926048001
NATU PATEL
Form 5500-SF
FILING_RECEIVED
NATU M PATELPROFIT SHARING RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NATU PATEL
.
Find decision makers
Plan sponsor
Name
NATU PATEL
EIN
58-1490049
Address
8120 ROYAL SAINT GEORGES LN · DULUTH, GA · 300971648
Phone
(229) 347-4269
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-07-13
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
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
Related plans
Similar-size Offices of Physicians plans
UNITED MEDICAL DOCTORS
UNITED MEDICAL DOCTORS 401(K) PLAN
$5.1M · 98 participants
PARTRIDGE FAMILY PHYSICIANS, P.C.
PARTRIDGE FAMILY PHYSICIANS, P. C. 401(K) PLAN & TRUST
$5.1M · 13 participants
NEWPORT COAST RADIATION ONCOLOGY MEDICAL GROUP, IN
NEWPORT COAST RADIATION ONCOLOGY MEDICAL GROUP, INC. 401(K) PLAN
$5.1M · 5 participants
ALLERGY & ASTHMA CARE PC
ALLERGY & ASTHMA CARE, PC 401(K) PROFIT SHARING PLAN
$5.1M · 25 participants
MILWAUKEE HAND CENTER, S.C.
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.
MILWAUKEE HAND CENTER 401K PROFIT SHARING PLAN
$5.1M · 8 participants
ALBERT C. MAK, M.D., INC.
ALBERT C. MAK, M.D., INC. 401(K) PLAN
$5.1M · 10 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants