Original filing (PDF)20250621140006NAL0004615233001

MUKESH PATEL, MD PA

Name: MUKESH PATEL, MD PA — MUKESH R. PATEL, MD PA 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MUKESH PATEL, MD PA

Form 5500-SF

FILING_RECEIVED

MUKESH R. PATEL, MD PA 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

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

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

MUKESH PATEL, MD PA

EIN

59-3458396

Address

3918 EXECUTIVE DRIVE · PALM HARBOR, FL · 34685

Phone

(727) 848-0994

Industry

Offices of Physicians· 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

2025-06-21

Pension benefit codes

2J · 401(k) feature

2G · Total participant-directed accounts

2E · Profit-sharing

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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