How big is Lefever and Patel, P. A.'s plan?

Lefever and Patel, P. A.'s plan reported $2.6M in assets and 6 participants for 2024.

Original filing (PDF)20250520124254NAL0001135409001

Lefever and Patel, P. A.

Name: Lefever and Patel, P. A. — Edward T. Lefever, P.A., Form 5500 (2024)
Creator: Lefever and Patel, P. A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edward T. Lefever, P.A. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Lefever and Patel, P. A.'s Edward T. Lefever, P.A. 401(k) Profit Sharing Plan and Trust held $2.6M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Neil Patel signed Lefever and Patel, P. A.'s 2024 Form 5500 as plan administrator.

Neil Patel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lefever and Patel, P. A.'s EIN is 59-3653217.

EIN 59-3653217

Plan number 001

Plan year 2024

ACK ID 20250520124254NAL0001135409001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lefever and Patel, P. A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lefever and Patel, P. A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEFEVER AND PATEL, P. A..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score