How big is Patel DIA's plan?

Patel DIA's plan reported $464K in assets and 2 participants for 2022.

Original filing (PDF)20230907111323NAL0020662032001

Patel DIA

Name: Patel DIA — Patel DIA Cash Balance Pension Plan, Form 5500 (2022)
Creator: Patel DIA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patel DIA Cash Balance Pension Plan

Defined-benefit pension plan · Patel DIA's Patel DIA Cash Balance Pension Plan held $464K in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$464K

Net assets (EOY)

$464K

People on this filing

Dharmesh Patel signed Patel DIA's 2022 Form 5500 as plan administrator.

Dharmesh Patel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Patel DIA's EIN is 81-1850969.

EIN 81-1850969

Plan number 002

Plan year 2022

ACK ID 20230907111323NAL0020662032001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Patel DIA from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Patel DIA's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATEL DIA.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PATEL DIA

EIN

all filings

Address

523 E PARKWAY · GATLINBURG, TN · 37738

Phone

(804) 214-0412

Industry

Accommodation & Food Services

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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