Original filing (PDF)20250602145605NAL0017749904001

PRITI PATEL, INC.

Name: PRITI PATEL, INC. — PRITI PATEL, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PRITI PATEL, INC.

Form 5500-SF

FILING_RECEIVED

PRITI PATEL, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 PRITI PATEL, INC..

Plan sponsor

Name

PRITI PATEL, INC.

EIN

77-0582085

Address

5925 TRUXTUN AVENUE, SUITE B · BAKERSFIELD, CA · 93309

Phone

(661) 324-7979

Industry

Retail Tradesee 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

2025-06-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

MORELAND & DEVITT, INC.

MORELAND & DEVITT, INC. 401(K) PLAN

$2.0M · 44 participants

AMA PHARMACY, INC.

AMA PHARMACY, INC. CASH BALANCE PLAN

$2.0M · 3 participants

KVH, INC.

KVH, INC. 401K PLAN

$2.0M · 12 participants

BARON'S PHARMACY, LLC

BARON'S PHARMACY 401(K) PLAN

$2.0M · 21 participants

MAGGY PHARMACY, INC

MAGGY PHARMACY, INC 401(K) PROFIT SHARING PLAN

$2.0M · 13 participants