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PATEL DIA — PATEL DIA CASH BALANCE PENSION PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230907111323NAL0020662032001
PATEL DIA
Form 5500-SF
FILING_RECEIVED
PATEL DIA CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
0
Plan assets (EOY)
$464K
Net assets (EOY)
$464K
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PATEL DIA
.
Find decision makers
Plan sponsor
Name
PATEL DIA
EIN
81-1850969
Address
523 E PARKWAY · GATLINBURG, TN · 37738
Phone
(804) 214-0412
Industry
Accommodation & Food Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-07
Pension benefit codes
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
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
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Helping the score
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