Original filing (PDF)20251013183534NAL0000902595001

SHATISHKUMAR Y. PATEL, M.D., P.A.

Name: SHATISHKUMAR Y. PATEL, M.D., P.A. — SHATISHKUMAR Y. PATEL, M.D., P.A. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: SHATISHKUMAR Y. PATEL, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

SHATISHKUMAR Y. PATEL, M.D., P.A. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 SHATISHKUMAR Y. PATEL, M.D., P.A..

Plan sponsor

Name

SHATISHKUMAR Y. PATEL, M.D., P.A.

EIN

72-1530973

Address

8200 WEDNESBURY LN, SUITE 290 · HOUSTON, TX · 77074

Phone

(713) 533-0995

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

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

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 providers

Related plans

Similar-size Offices of Physicians plans

DOUGLAS MEDICAL GROUP

DOUGLAS MEDICAL GROUP, P.C. PROFIT SHARING PLAN

$3.6M · 2 participants

CUMBERLAND INTERNAL MEDICINE, P.A.

CUMBERLAND INTERNAL MEDICINE, P.A. CASH/DEFERRED PROFIT SHARING PLAN

$3.6M · 9 participants

KIRAN P. SHAH, MD, PA

KIRAN P. SHAH, MD, PA 401(K) PROFIT SHARING PLAN

$3.6M · 6 participants

EUGENE P. HESLIN, M.D., P.C.

EUGENE P. HESLIN, M.D., P.C. 401K PLAN

$3.6M · 15 participants

EDWIN J. SZCZEPANIK, D.M.D.

EDWIN J. SZCZEPANIK, D.M.D. 401(K) PROFIT SHARING PLAN