Original filing (PDF)20250420160008NAL0004117234001

NAVNIT U. PATEL, MD, PA

Name: NAVNIT U. PATEL, MD, PA — NAVNIT U. PATEL MD PA 401K PROFIT SHARING PLAN, Form 5500 (2023)
Creator: NAVNIT U. PATEL, MD, PA

Form 5500-SF

FILING_RECEIVED

NAVNIT U. PATEL MD PA 401K PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 5.1 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NAVNIT U. PATEL, MD, PA.

Plan sponsor

Name

NAVNIT U. PATEL, MD, PA

EIN

59-3350206

Address

2254 US HIGHWAY 19 N · HOLIDAY, FL · 34691

Phone

(727) 943-7710

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-04-20

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

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