How big is Rakesh Patel MD PLLC's plan?

Rakesh Patel MD PLLC's plan reported $1.6M in assets and 3 participants for 2024.

Original filing (PDF)20250923120728NAL0009150050001

Rakesh Patel MD PLLC

Name: Rakesh Patel MD PLLC — Rakesh Patel MD PLLC Cash, Form 5500 (2024)
Creator: Rakesh Patel MD PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rakesh Patel MD PLLC Cash Balance Plan

Defined-benefit pension plan · Rakesh Patel MD PLLC's Rakesh Patel MD PLLC Cash Balance Plan held $1.6M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Shelby Pierce signed Rakesh Patel MD PLLC's 2024 Form 5500 as plan administrator.

Shelby Pierce — 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

Rakesh Patel MD PLLC's EIN is 81-4639328.

EIN 81-4639328

Plan number 002

Plan year 2024

ACK ID 20250923120728NAL0009150050001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rakesh Patel MD PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rakesh Patel MD PLLC'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 RAKESH PATEL MD PLLC.

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Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score