Back to filter
Original filing (PDF)20250618111456NAL0001363091001
PATEL ASSOCIATES, P.C.
Form 5500-SF
FILING_RECEIVED
PATEL ASSOCIATES, P.C. 401(K) PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATEL ASSOCIATES, P.C..
Plan sponsor
Name
PATEL ASSOCIATES, P.C.
EIN
63-1215513
Address
1722 PINE STREET, SUITE 1000 · MONTGOMERY, AL · 36106
Phone
(334) 233-0196
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
2025-06-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Offices of Physicians plans
MESQUITE SURGERY CENTER, LLC
MESQUITE SURGERY CENTER, LLC 401(K) PLAN
$1.8M · 27 participants
TRITON HEALTH, PLLC
TRITON HEALTH, PLLC PROFIT SHARING PLAN
$1.8M · 6 participants
LONGWOOD PLASTIC SURGERY PC
LONGWOOD PLASTIC SURGERY, PC 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 29 participants
SUNSET MEDICAL CLINIC, LLC
SUNSET MEDICAL CLINIC, LLC 401(K) PLAN
$1.8M · 7 participants
MARK FISHER, M.D.
MARK FISHER, M.D. PROFIT SHARING PLAN AND TRUST
$1.8M · 3 participants
PARKWAY GENERAL SURGEONS, PLLC
PARKWAY GENERAL SURGEONS 401(K) PLAN
$1.8M · 18 participants
Large plans in Alabama
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
ENCOMPASS HEALTH CORPORATION
ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN
$1.7B · 26,914 participants
INTERGRAPH CORPORATION
HEXAGON EMPLOYEE RETIREMENT SAVINGS PLAN
$1.7B · 4,613 participants
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN
$1.6B · 5,019 participants
VULCAN MATERIALS COMPANY
VULCAN 401K PLAN
$1.5B · 9,218 participants
MERCEDES-BENZ U.S. INTERNATIONAL, INC.
MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN
$1.2B · 6,107 participants