How big is Patel Associates, P.C.'s plan?

Patel Associates, P.C.'s plan reported $1.8M in assets and 2 participants for 2024.

Original filing (PDF)20250618111456NAL0001363091001

Patel Associates, P.C.

Name: Patel Associates, P.C. — Patel Associates, P.C., Form 5500 (2024)
Creator: Patel Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patel Associates, P.C. 401(k) Plan

401(k) retirement plan · Patel Associates, P.C.'s Patel Associates, P.C. 401(k) Plan held $1.8M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Mukeshkumar Patel signed Patel Associates, P.C.'s 2024 Form 5500 as plan administrator.

Mukeshkumar 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

Patel Associates, P.C.'s EIN is 63-1215513.

EIN 63-1215513

Plan number 001

Plan year 2024

ACK ID 20250618111456NAL0001363091001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Patel Associates, P.C.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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