Original filing (PDF)20230907111323NAL0020662032001

PATEL DIA

Name: PATEL DIA — PATEL DIA CASH BALANCE PENSION PLAN, Form 5500 (2022)
Creator: PATEL DIA

Form 5500-SF

FILING_RECEIVED

PATEL DIA CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$464K

Net assets (EOY)

$464K

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 PATEL DIA.

Plan sponsor

Name

PATEL DIA

EIN

81-1850969

Address

523 E PARKWAY · GATLINBURG, TN · 37738

Phone

(804) 214-0412

Industry

Accommodation & Food Servicessee 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

Related plans

Similar-size Accommodation & Food Services plans

WILD WEST, INC.

WILD, WILD WEST PROFIT SHARING PLAN

$464K · 7 participants

THE FAIRVIEW INN OF JACKSON LLC

401K EMPLOYEE RETIREMENT PLAN

$464K · 7 participants

MAYA HOSPITALITY GROUP, INC.

MAYA HOTELS 401(K) PLAN

$468K · 203 participants

THE DOWNTOWN, LLC

THE DOWNTOWN, LLC 401(K) PLAN

$460K

TAPASAVI CORPORATION DBA OCEAN VIEW MOTEL

TAPASAVI CORPORATION DBA OCEAN VIEW MOTEL DEFINED BENEFIT PENSION PLAN

$460K